Filed July 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,137,127 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,456 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,773 | $68,062-28.3% | $185,854-73.8% | $106,520-54.2% |
| Participation rate | 84.3% | 75.2%+9.1pp | 81.7%+2.6pp | 71.3%+12.9pp |
| Annual return | 15.91% | 18.20%-2.3pp | 122.12%-106.2pp | 19.28%-3.4pp |
| Employer contribution / active EE | $194 | $1,997-90.3% | $5,169-96.2% | $2,840-93.2% |
| Participant deferral / active EE | $4,288 | $3,990+7.4% | $5,569-23.0% | $4,948-13.3% |
| Admin fee / account holder | $73 | $53+37.5% | $16,246-99.6% | $75-2.7% |