Filed July 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,111,129 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $116,008 |
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 | $48,349 | $68,330-29.2% | $149,740-67.7% | $96,393-49.8% |
| Participation rate | 88.2% | 74.6%+13.6pp | 78.8%+9.4pp | 71.3%+16.9pp |
| Annual return | 18.76% | 29.64%-10.9pp | 134.51%-115.8pp | 22.88%-4.1pp |
| Employer contribution / active EE | $219 | $2,139-89.7% | $4,821-95.4% | $3,239-93.2% |
| Participant deferral / active EE | $4,874 | $4,422+10.2% | $5,683-14.2% | $5,455-10.6% |
| Admin fee / account holder | $69 | $52+32.6% | $13,222-99.5% | $74-6.7% |