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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $463,033 |
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,940 |
BENNETT THRASHER LLP1 year Filed as: BENNETT THRASHER, PC Service code 10 · EIN 58-1673613 | Accounting | $14,400 |
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 | $60,895 | $58,202+4.6% | $172,757-64.8% | $89,609-32.0% |
| Participation rate | 88.0% | 72.8%+15.1pp | 82.6%+5.3pp | 69.6%+18.4pp |
| Annual return | 24.25% | 61.59%-37.3pp | 803.06%-778.8pp | 33.65%-9.4pp |
| Employer contribution / active EE | $1,757 | $1,759-0.1% | $5,144-65.9% | $2,584-32.0% |
| Participant deferral / active EE | $3,898 | $3,335+16.9% | $5,198-25.0% | $4,222-7.7% |
| Admin fee / account holder | $34 | $53-34.7% | $13,956-99.8% | $72-52.1% |