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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $463,627 |
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $84,449 |
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 | $50,482 | $46,969+7.5% | $154,110-67.2% | $73,367-31.2% |
| Participation rate | 85.1% | 72.4%+12.7pp | 83.0%+2.0pp | 69.5%+15.6pp |
| Annual return | -4.64% | 821.68%-826.3pp | 735.22%-739.9pp | 173.45%-178.1pp |
| Employer contribution / active EE | $1,645 | $1,723-4.5% | $5,298-69.0% | $2,499-34.2% |
| Participant deferral / active EE | $3,465 | $3,162+9.6% | $5,081-31.8% | $4,033-14.1% |
| Admin fee / account holder | $38 | $47-18.5% | $13,412-99.7% | $68-44.5% |