Filed March 30, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTITUATIONAL Service code 37 · EIN 04-2647786 OPERATIONS COMPANY, INC. · COVINGTON, KY 410154325 | Loan Processing | $0 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,683 | $112,315-81.6% | $81,367-74.6% | $55,191-62.5% |
| Participation rate | 33.9% | 88.0%-54.1pp | 82.3%-48.4pp | 69.2%-35.3pp |
| Annual return | 2.82% | 0.62%+2.2pp | -0.92%+3.7pp | 10.78%-8.0pp |
| Employer contribution / active EE | $0 | $4,239-100.0% | $3,930-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,689 | $6,435-73.8% | $5,383-68.6% | $3,046-44.6% |
| Admin fee / account holder | $2 | $83-98.1% | $8,926-100.0% | $91-98.3% |