Filed July 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $81,265 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,646 | $45,382-30.3% | $154,110-79.5% | $75,289-58.0% |
| Participation rate | 65.6% | 65.9%-0.3pp | 83.0%-17.4pp | 72.4%-6.8pp |
| Annual return | -4.13% | -0.47%-3.7pp | 735.22%-739.4pp | -0.04%-4.1pp |
| Employer contribution / active EE | $254 | $1,533-83.4% | $5,298-95.2% | $2,405-89.4% |
| Participant deferral / active EE | $2,340 | $2,384-1.8% | $5,081-53.9% | $3,739-37.4% |
| Admin fee / account holder | $73 | $89-18.1% | $13,412-99.5% | $102-28.5% |