Filed November 2, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,980 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$116,984 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,344 | $50,902+48.0% | $155,534-51.6% | $77,736-3.1% |
| Participation rate | 81.6% | 63.1%+18.5pp | 78.2%+3.3pp | 70.6%+11.0pp |
| Annual return | 13.57% | 34.85%-21.3pp | 64.92%-51.3pp | 31.26%-17.7pp |
| Employer contribution / active EE | $3,998 | $1,991+100.8% | $4,675-14.5% | $2,728+46.6% |
| Participant deferral / active EE | $3,508 | $2,824+24.2% | $5,630-37.7% | $4,651-24.6% |
| Admin fee / account holder | -$111 | $437-125.4% | $15,900-100.7% | $433-125.6% |