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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $328,507 |
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $142,096 |
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 | $53,826 | $49,270+9.2% | $156,551-65.6% | $329,111-83.6% |
| Participation rate | 64.3% | 68.1%-3.8pp | 84.0%-19.7pp | 67.9%-3.5pp |
| Annual return | 8.67% | 23.25%-14.6pp | 32.23%-23.6pp | 16.35%-7.7pp |
| Employer contribution / active EE | $1,254 | $1,534-18.2% | $5,501-77.2% | $2,303-45.5% |
| Participant deferral / active EE | $2,471 | $2,920-15.4% | $4,871-49.3% | $3,682-32.9% |
| Admin fee / account holder | $43 | $51-15.7% | $13,028-99.7% | $754-94.3% |