Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $398,929 |
Filed as: FIDELITY INVEST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $333,902 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $14,580 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,336 | $83,057-39.4% | $143,801-65.0% | $89,433-43.7% |
| Participation rate | 69.3% | 74.0%-4.8pp | 80.3%-11.0pp | 71.3%-2.0pp |
| Annual return | -17.75% | -13.97%-3.8pp | -0.04%-17.7pp | -11.88%-5.9pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,952-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $5,245 | $4,281+22.5% | $5,639-7.0% | $5,125+2.3% |
| Admin fee / account holder | $49 | $83-41.3% | $14,680-99.7% | $79-38.6% |