Filed January 28, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $130,929 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,806 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 50 · EIN 61-0736136 | Direct Payment | $6,250 |
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,222 | $67,512+186.2% | $185,854+4.0% | $93,010+107.7% |
| Participation rate | 46.2% | 67.1%-20.9pp | 81.7%-35.5pp | 73.9%-27.7pp |
| Annual return | 77.10% | 21.04%+56.1pp | 122.12%-45.0pp | 158.70%-81.6pp |
| Employer contribution / active EE | $2,449 | $1,783+37.3% | $5,169-52.6% | $2,705-9.5% |
| Participant deferral / active EE | $7,943 | $3,035+161.7% | $5,569+42.6% | $4,561+74.2% |
| Admin fee / account holder | $61 | $318-80.7% | $16,246-99.6% | $152-59.7% |