Filed July 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $891,469 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $130,950 |
NEPC, LLC6 years Service code 13 · EIN 26-1429809 | Contract Administrator | $89,794 |
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 | $53,849 | $73,283-26.5% | $155,556-65.4% | $106,553-49.5% |
| Participation rate | 89.5% | 73.3%+16.2pp | 78.2%+11.3pp | 69.8%+19.7pp |
| Annual return | 14.27% | 15.76%-1.5pp | 64.84%-50.6pp | 17.37%-3.1pp |
| Employer contribution / active EE | $230 | $2,241-89.7% | $4,675-95.1% | $3,359-93.2% |
| Participant deferral / active EE | $5,063 | $4,567+10.9% | $5,631-10.1% | $5,562-9.0% |
| Admin fee / account holder | $61 | $56+8.5% | $15,885-99.6% | $80-23.8% |