Filed June 10, 2022 (most recent of 3 filings on file)
Total covered: 205 employees
| Provider | Service type | Compensation |
|---|---|---|
INTERNAL REVENUE SERVICE1 year Service code 14 · EIN 81-4015891 | Plan Administrator | $1,146 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $389 |
Filed as: FIDELITY INVEST INSTL OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | -$144,061 |
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 | $41,928 | $44,989-6.8% | $170,435-75.4% | $77,958-46.2% |
| Participation rate | 72.7% | 64.6%+8.1pp | 83.6%-10.9pp | 71.6%+1.1pp |
| Annual return | 18.99% | 19.61%-0.6pp | 205.94%-186.9pp | 20.87%-1.9pp |
| Employer contribution / active EE | $2,181 | $1,466+48.7% | $5,432-59.9% | $2,310-5.6% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $8 | $69-88.3% | $13,881-99.9% | $97-91.7% |