Filed April 29, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,180 | $53,204+43.2% | $155,556-51.0% | $200,096-61.9% |
| Participation rate | 53.9% | 64.1%-10.2pp | 78.2%-24.3pp | 72.0%-18.1pp |
| Annual return | 20.33% | 41.02%-20.7pp | 64.84%-44.5pp | 34.26%-13.9pp |
| Employer contribution / active EE | $1,062 | $1,850-42.6% | $4,675-77.3% | $3,038-65.0% |
| Participant deferral / active EE | $4,850 | $3,163+53.3% | $5,631-13.9% | $5,090-4.7% |
| Admin fee / account holder | $62 | $186-66.6% | $15,885-99.6% | $269-77.0% |