Filed June 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $39,271 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,316 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,838 | $119,446+22.1% | $150,045-2.8% | $85,563+70.4% |
| Participation rate | 97.6% | 75.4%+22.2pp | 82.3%+15.3pp | 66.0%+31.6pp |
| Annual return | 22.87% | 23.72%-0.8pp | 62.55%-39.7pp | 31.51%-8.6pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $11,087 | $7,985+38.8% | $7,997+38.6% | $4,375+153.4% |
| Admin fee / account holder | $72 | $548-86.9% | $13,435-99.5% | $834-91.4% |