| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 50 · EIN 04-2647786 | Direct Payment | $20,891 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,231 | $48,261-12.5% | $68,612-38.4% | $55,727-24.2% |
| Participation rate | 50.9% | 71.0%-20.2pp | 72.2%-21.4pp | 70.9%-20.0pp |
| Annual return | -2.57% | -2.61%0pp | -4.63%+2.1pp | 244.94%-247.5pp |
| Employer contribution / active EE | $781 | $1,742-55.2% | $2,625-70.3% | $2,078-62.4% |
| Participant deferral / active EE | $1,697 | $2,712-37.4% | $3,311-48.8% | $3,356-49.4% |
| Admin fee / account holder | $36 | $126-71.3% | $5,131-99.3% | $115-68.6% |