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 CO1 year Filed as: FID INV INST OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $100,685 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,713 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,865 |
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Filed as: VOYA REITRE INSURANCE AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,069 | $45,000-11.0% | $143,788-72.1% | $77,906-48.6% |
| Participation rate | 86.9% | 66.8%+20.1pp | 80.3%+6.6pp | 73.7%+13.2pp |
| Annual return | -16.66% | 29.03%-45.7pp | -0.03%-16.6pp | 12.16%-28.8pp |
| Employer contribution / active EE | $1,228 | $1,870-34.3% | $4,952-75.2% | $2,846-56.9% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $104 | $98+5.5% | $14,675-99.3% | $133-21.7% |