Filed July 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,074,045 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,624 |
Service code 14 · EIN 47-1234999 | Plan Administrator | $25,082 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $943 |
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 | $38,613 | $58,202-33.7% | $172,757-77.6% | $89,609-56.9% |
| Participation rate | 82.4% | 72.8%+9.6pp | 82.6%-0.2pp | 69.6%+12.8pp |
| Annual return | 25.88% | 61.59%-35.7pp | 803.06%-777.2pp | 33.65%-7.8pp |
| Employer contribution / active EE | $188 | $1,759-89.3% | $5,144-96.3% | $2,584-92.7% |
| Participant deferral / active EE | $3,556 | $3,335+6.7% | $5,198-31.6% | $4,222-15.8% |
| Admin fee / account holder | $76 | $53+44.2% | $13,956-99.5% | $72+5.8% |