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 | $1,046,771 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,513 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,792 | $46,969-34.4% | $154,110-80.0% | $73,367-58.0% |
| Participation rate | 79.6% | 72.4%+7.2pp | 83.0%-3.5pp | 69.5%+10.1pp |
| Annual return | -4.52% | 821.68%-826.2pp | 735.22%-739.7pp | 173.45%-178.0pp |
| Employer contribution / active EE | $170 | $1,723-90.1% | $5,298-96.8% | $2,499-93.2% |
| Participant deferral / active EE | $3,258 | $3,162+3.0% | $5,081-35.9% | $4,033-19.2% |
| Admin fee / account holder | $73 | $47+57.4% | $13,412-99.5% | $68+7.2% |