Filed April 29, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,718 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,268 |
FID INV INST OPS CO3 years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $8,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,180 | $53,136+43.4% | $155,509-51.0% | $199,593-61.8% |
| Participation rate | 53.9% | 64.1%-10.2pp | 78.2%-24.3pp | 72.0%-18.1pp |
| Annual return | 20.33% | 41.15%-20.8pp | 64.67%-44.3pp | 34.25%-13.9pp |
| Employer contribution / active EE | $1,062 | $1,851-42.6% | $4,672-77.3% | $3,034-65.0% |
| Participant deferral / active EE | $4,850 | $3,161+53.4% | $5,626-13.8% | $5,087-4.7% |
| Admin fee / account holder | $62 | $185-66.6% | $15,912-99.6% | $269-77.0% |