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 | $13,088 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $0 |
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 | $80,137 | $62,928+27.3% | $172,752-53.6% | $67,579+18.6% |
| Participation rate | 80.0% | 64.5%+15.5pp | 82.6%-2.7pp | 71.3%+8.7pp |
| Annual return | 23.25% | 30.36%-7.1pp | 802.97%-779.7pp | 378.56%-355.3pp |
| Employer contribution / active EE | $2,607 | $1,636+59.4% | $5,144-49.3% | $2,148+21.4% |
| Participant deferral / active EE | $3,152 | $2,145+46.9% | $5,198-39.4% | $3,539-11.0% |
| Admin fee / account holder | $34 | $167-79.6% | $13,955-99.8% | $142-76.1% |