Filed January 12, 2024 (most recent of 14 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 19 · EIN 04-2647786 | Securities Custodian | $62,021 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,393 |
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 | $85,356 | $113,568-24.8% | $67,575+26.3% | $199,960-57.3% |
| Participation rate | 99.8% | 73.3%+26.5pp | 72.9%+26.9pp | 72.0%+27.8pp |
| Annual return | 11.74% | 15.88%-4.1pp | 3528.98%-3517.2pp | 34.28%-22.5pp |
| Employer contribution / active EE | $5,570 | $3,409+63.4% | $2,736+103.6% | $3,036+83.5% |
| Participant deferral / active EE | $5,477 | $4,163+31.6% | $4,003+36.8% | $5,087+7.7% |
| Admin fee / account holder | $50 | $102-50.8% | $3,993-98.7% | $269-81.3% |