Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,035 |
Filed as: FIDELITY INVESTMENTS INST OP INC Service code 37 · EIN 04-2647786 | Loan Processing | $11,768 |
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 | $73,355 | $37,196+97.2% | $154,108-52.4% | $55,725+31.6% |
| Participation rate | 84.3% | 64.1%+20.2pp | 83.0%+1.3pp | 70.9%+13.5pp |
| Annual return | -3.99% | 1319.68%-1323.7pp | 735.21%-739.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,912 | $1,614+80.4% | $5,298-45.0% | $2,078+40.1% |
| Participant deferral / active EE | $3,288 | $2,068+59.0% | $5,081-35.3% | $3,356-2.0% |
| Admin fee / account holder | $32 | $102-68.9% | $13,411-99.8% | $115-72.6% |