Filed April 4, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,035 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $3,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,456 | $78,562+52.1% | $105,608+13.1% | $74,429+60.5% |
| Participation rate | 97.6% | 72.8%+24.8pp | 75.3%+22.3pp | 67.2%+30.4pp |
| Annual return | 10.84% | 15.94%-5.1pp | 116.50%-105.7pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $2,954 | $2,521+17.2% | $3,167-6.7% | $2,625+12.5% |
| Participant deferral / active EE | $6,885 | $4,321+59.3% | $5,010+37.4% | $4,348+58.3% |
| Admin fee / account holder | $62 | $2,217-97.2% | $11,028-99.4% | $1,944-96.8% |