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 | $139,549 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,527 |
Filed as: FIDELITY INVESTMENTS INSTITUT OP CO Service code 60 | Sub-TA Fees | $0 |
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 | $16,177 | $117,148-86.2% | $67,560-76.1% | $99,313-83.7% |
| Participation rate | 74.4% | 72.7%+1.8pp | 72.9%+1.5pp | 71.7%+2.7pp |
| Annual return | 33.73% | 14.15%+19.6pp | 3533.50%-3499.8pp | 17.67%+16.1pp |
| Employer contribution / active EE | $2,729 | $4,623-41.0% | $2,737-0.3% | $3,264-16.4% |
| Participant deferral / active EE | $2,685 | $4,782-43.9% | $4,004-33.0% | $5,346-49.8% |
| Admin fee / account holder | $22 | $50-56.4% | $3,994-99.5% | $109-80.0% |