Filed April 29, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INV INST OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $91,876 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,167 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,180 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,940 | $53,204-17.4% | $155,556-71.8% | $200,096-78.0% |
| Participation rate | 84.0% | 64.1%+19.9pp | 78.2%+5.7pp | 72.0%+11.9pp |
| Annual return | 12.77% | 41.02%-28.3pp | 64.84%-52.1pp | 34.26%-21.5pp |
| Employer contribution / active EE | $1,216 | $1,850-34.3% | $4,675-74.0% | $3,038-60.0% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $89 | $186-52.1% | $15,885-99.4% | $269-67.0% |