Filed July 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $16,974 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $312 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,815 | $44,989-9.3% | $170,435-76.1% | $77,958-47.6% |
| Participation rate | 51.1% | 64.6%-13.6pp | 83.6%-32.5pp | 71.6%-20.6pp |
| Annual return | 0.00% | 19.61%-19.6pp | 205.94%-205.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $42 | $1,466-97.2% | $5,432-99.2% | $2,310-98.2% |
| Participant deferral / active EE | $997 | $2,208-54.8% | $4,939-79.8% | $3,537-71.8% |
| Admin fee / account holder | $18 | $69-73.3% | $13,881-99.9% | $97-81.1% |