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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2647786 | Advisory (Plan) | $25,739 |
Filed as: SYNTRINSIC INVESTMENT COUNCIL LLC Service code 99 · EIN 26-2968534 1899 WYNKOOP ST STE 315 · DENVER, CO 802021097 | Other Fees | $24,682 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,370 |
TIAA1+ years Service code 99 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Other Fees | $1,391 |
Filed as: FIDELITY INVESTMENT INST OPER Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INST OPER Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,349 | $37,213+78.3% | $156,551-57.6% | $63,975+3.7% |
| Participation rate | 72.1% | 65.0%+7.1pp | 84.0%-11.9pp | 71.1%+0.9pp |
| Annual return | 7.56% | 47.89%-40.3pp | 32.23%-24.7pp | 48.65%-41.1pp |
| Employer contribution / active EE | $2,256 | $1,357+66.2% | $5,501-59.0% | $2,182+3.4% |
| Participant deferral / active EE | $2,799 | $2,070+35.2% | $4,871-42.5% | $3,356-16.6% |
| Admin fee / account holder | $10 | $56-82.5% | $13,028-99.9% | $70-86.0% |