Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $272,044 |
Filed as: FIDELITY INVEST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $59,096 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $15,846 |
Filed as: FIDELITY INVEST INSTITUTIONAL OPS Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,308 | $66,513-13.8% | $178,510-67.9% | $106,273-46.1% |
| Participation rate | 67.9% | 73.8%-5.9pp | 81.9%-14.1pp | 70.8%-2.9pp |
| Annual return | 20.04% | 21.81%-1.8pp | 151.13%-131.1pp | 21.70%-1.7pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $4,402 | $3,679+19.6% | $5,202-15.4% | $4,601-4.3% |
| Admin fee / account holder | $26 | $53-50.5% | $13,988-99.8% | $78-66.2% |