Filed February 4, 2021 (most recent of 3 filings on file)
Total covered: 29 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $159,232 |
E&Y3 years Filed as: E & Y Service code 10 · EIN 34-6565596 | Accounting | $35,228 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,722 | $73,283+7.4% | $155,556-49.4% | $106,553-26.1% |
| Participation rate | 41.9% | 73.3%-31.4pp | 78.2%-36.3pp | 69.8%-27.9pp |
| Annual return | 14.94% | 15.76%-0.8pp | 64.84%-49.9pp | 17.37%-2.4pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $3,983 | $4,567-12.8% | $5,631-29.3% | $5,562-28.4% |
| Admin fee / account holder | $26 | $56-53.1% | $15,885-99.8% | $80-67.0% |