| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 50 · EIN 04-2647786 | Direct Payment | $16,167 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $47,347 | $55,790-15.1% | $76,667-38.2% | $67,584-29.9% |
| Participation rate | 54.1% | 71.1%-16.9pp | 72.1%-18.0pp | 71.3%-17.1pp |
| Annual return | 16.75% | 64.45%-47.7pp | 1166.74%-1150.0pp | 378.59%-361.8pp |
| Employer contribution / active EE | $786 | $1,810-56.6% | $2,303-65.9% | $2,148-63.4% |
| Participant deferral / active EE | $1,687 | $2,875-41.3% | $3,336-49.4% | $3,540-52.3% |
| Admin fee / account holder | $43 | $159-73.3% | $6,423-99.3% | $142-70.1% |