Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $378,805 |
Filed as: FIDELITY INVEST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $227,175 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $17,648 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,676 | $68,062+0.9% | $185,854-63.0% | $106,520-35.5% |
| Participation rate | 67.9% | 75.2%-7.4pp | 81.7%-13.9pp | 71.3%-3.5pp |
| Annual return | 16.58% | 18.20%-1.6pp | 122.12%-105.5pp | 19.28%-2.7pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $5,114 | $3,990+28.2% | $5,569-8.2% | $4,948+3.4% |
| Admin fee / account holder | $48 | $53-9.7% | $16,246-99.7% | $75-36.1% |