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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $341,263 |
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $128,478 |
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 | $56,985 | $53,684+6.1% | $170,435-66.6% | $80,976-29.6% |
| Participation rate | 78.0% | 69.2%+8.8pp | 83.6%-5.6pp | 68.3%+9.7pp |
| Annual return | 19.65% | 25.97%-6.3pp | 205.94%-186.3pp | 22.91%-3.3pp |
| Employer contribution / active EE | $1,332 | $1,642-18.9% | $5,432-75.5% | $2,402-44.6% |
| Participant deferral / active EE | $2,719 | $3,017-9.9% | $4,939-44.9% | $3,848-29.3% |
| Admin fee / account holder | $36 | $46-21.5% | $13,881-99.7% | $67-46.1% |