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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $486,691 |
AVAAP1 year Service code 16 · EIN 26-2647108 | Consulting | $1,100 |
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $733 |
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 | $68,653 | $66,513+3.2% | $178,510-61.5% | $106,273-35.4% |
| Participation rate | 88.3% | 73.8%+14.6pp | 81.9%+6.4pp | 70.8%+17.5pp |
| Annual return | 16.77% | 21.81%-5.0pp | 151.13%-134.4pp | 21.70%-4.9pp |
| Employer contribution / active EE | $1,933 | $1,776+8.9% | $5,011-61.4% | $2,722-29.0% |
| Participant deferral / active EE | $4,161 | $3,679+13.1% | $5,202-20.0% | $4,601-9.6% |
| Admin fee / account holder | $31 | $53-41.6% | $13,988-99.8% | $78-60.2% |