Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP INC Service code 37 · EIN 04-2647786 | Loan Processing | $13,559 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,559 |
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 | $86,747 | $46,173+87.9% | $170,435-49.1% | $69,631+24.6% |
| Participation rate | 87.5% | 63.9%+23.6pp | 83.6%+3.9pp | 70.7%+16.8pp |
| Annual return | 20.10% | 21.62%-1.5pp | 205.94%-185.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $2,615 | $1,610+62.4% | $5,432-51.9% | $2,032+28.7% |
| Participant deferral / active EE | $2,896 | $2,080+39.2% | $4,939-41.4% | $3,224-10.2% |
| Admin fee / account holder | $31 | $116-73.6% | $13,881-99.8% | $110-72.3% |