Filed July 28, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,165,622 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $99,538 |
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 | $40,701 | $83,057-51.0% | $143,801-71.7% | $89,433-54.5% |
| Participation rate | 88.0% | 74.0%+14.0pp | 80.3%+7.7pp | 71.3%+16.7pp |
| Annual return | -14.85% | -13.97%-0.9pp | -0.04%-14.8pp | -11.88%-3.0pp |
| Employer contribution / active EE | $198 | $2,095-90.5% | $4,952-96.0% | $3,021-93.4% |
| Participant deferral / active EE | $4,571 | $4,281+6.8% | $5,639-18.9% | $5,125-10.8% |
| Admin fee / account holder | $72 | $83-13.2% | $14,680-99.5% | $79-9.2% |