Filed March 20, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9 years Service code 15 · EIN 04-2647786 | Recordkeeping | $499,395 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $204,560 |
CARR, RIGGS & INGRAM, LLC6 years Filed as: CARRS RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $56,000 |
AON CONSULTING7 years Filed as: AON HEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,822 | $110,258+25.9% | $102,460+35.5% | $200,096-30.6% |
| Participation rate | 89.2% | 86.3%+2.9pp | 76.5%+12.7pp | 72.0%+17.2pp |
| Annual return | -13.81% | 35.78%-49.6pp | 29.47%-43.3pp | 34.26%-48.1pp |
| Employer contribution / active EE | $4,911 | $3,605+36.2% | $3,025+62.3% | $3,038+61.7% |
| Participant deferral / active EE | $12,736 | $6,377+99.7% | $5,056+151.9% | $5,090+150.2% |
| Admin fee / account holder | $73 | $122-40.4% | $9,460-99.2% | $269-72.9% |