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 | $203,734 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,436 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,501 | $53,684-35.7% | $170,435-79.8% | $80,976-57.4% |
| Participation rate | 73.0% | 69.2%+3.8pp | 83.6%-10.6pp | 68.3%+4.7pp |
| Annual return | 0.00% | 25.97%-26.0pp | 205.94%-205.9pp | 22.91%-22.9pp |
| Employer contribution / active EE | $40 | $1,642-97.6% | $5,432-99.3% | $2,402-98.3% |
| Participant deferral / active EE | $1,483 | $3,017-50.8% | $4,939-70.0% | $3,848-61.5% |
| Admin fee / account holder | $15 | $46-66.7% | $13,881-99.9% | $67-77.1% |