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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $246,093 |
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $131,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,883 | $46,516+15.8% | $147,618-63.5% | $69,651-22.6% |
| Participation rate | 62.5% | 65.8%-3.3pp | 84.6%-22.1pp | 66.6%-4.0pp |
| Annual return | 1.02% | 9.48%-8.5pp | 61.98%-61.0pp | 53.77%-52.8pp |
| Employer contribution / active EE | $1,123 | $1,393-19.4% | $5,564-79.8% | $2,241-49.9% |
| Participant deferral / active EE | $2,270 | $2,719-16.5% | $4,895-53.6% | $3,635-37.6% |
| Admin fee / account holder | $39 | $45-14.0% | $11,612-99.7% | $63-39.1% |