Filed April 4, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,576 |
Filed as: FIDELITY INST OPS CO Service code 50 · EIN 04-2647786 | Direct Payment | $43,952 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,048 | $90,410-41.3% | $91,004-41.7% | $77,958-32.0% |
| Participation rate | 86.2% | 86.4%-0.2pp | 75.6%+10.6pp | 71.6%+14.5pp |
| Annual return | 16.63% | 21.34%-4.7pp | 4.60%+12.0pp | 20.87%-4.2pp |
| Employer contribution / active EE | $1,213 | $3,392-64.2% | $2,456-50.6% | $2,310-47.5% |
| Participant deferral / active EE | $2,097 | $4,816-56.4% | $3,548-40.9% | $3,537-40.7% |
| Admin fee / account holder | $28 | $79-65.2% | $5,417-99.5% | $97-71.8% |