Filed July 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,412,314 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,530 |
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 | $43,275 | $66,513-34.9% | $178,510-75.8% | $106,273-59.3% |
| Participation rate | 81.1% | 73.8%+7.3pp | 81.9%-0.9pp | 70.8%+10.3pp |
| Annual return | 17.66% | 21.81%-4.2pp | 151.13%-133.5pp | 21.70%-4.0pp |
| Employer contribution / active EE | $197 | $1,776-88.9% | $5,011-96.1% | $2,722-92.7% |
| Participant deferral / active EE | $3,808 | $3,679+3.5% | $5,202-26.8% | $4,601-17.2% |
| Admin fee / account holder | $91 | $53+69.7% | $13,988-99.4% | $78+15.8% |