Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $24,970 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,830 |
Filed as: FIDELITY INVESTMENTS INSTITUT OP CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,732 | $98,780-92.2% | $60,919-87.3% | $77,906-90.1% |
| Participation rate | 69.3% | 76.7%-7.4pp | 73.1%-3.9pp | 73.7%-4.4pp |
| Annual return | 16.33% | -11.56%+27.9pp | 16.98%-0.6pp | 12.16%+4.2pp |
| Employer contribution / active EE | $1,269 | $3,605-64.8% | $2,704-53.1% | $2,846-55.4% |
| Participant deferral / active EE | $2,156 | $4,200-48.7% | $3,814-43.5% | $4,805-55.1% |
| Admin fee / account holder | $9 | $89-90.0% | $3,226-99.7% | $133-93.3% |