Filed November 19, 2024 (most recent of 3 filings on file)
Total covered: 304 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $761,224 |
FID INV INST OPS CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $675,845 |
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 | $70,372 | $73,283-4.0% | $155,556-54.8% | $106,553-34.0% |
| Participation rate | 94.8% | 73.3%+21.5pp | 78.2%+16.6pp | 69.8%+25.0pp |
| Annual return | 14.24% | 15.76%-1.5pp | 64.84%-50.6pp | 17.37%-3.1pp |
| Employer contribution / active EE | $2,392 | $2,241+6.8% | $4,675-48.8% | $3,359-28.8% |
| Participant deferral / active EE | $5,535 | $4,567+21.2% | $5,631-1.7% | $5,562-0.5% |
| Admin fee / account holder | $69 | $56+23.1% | $15,885-99.6% | $80-13.6% |