Filed November 19, 2024 (most recent of 3 filings on file)
Total covered: 304 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $710,979 |
FID INV INST OPS CO7+ years Service code 37 · EIN 04-2647786 | Loan Processing | $261,673 |
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 | $71,866 | $68,062+5.6% | $185,854-61.3% | $106,520-32.5% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.7%+8.9pp | 71.3%+19.3pp |
| Annual return | 14.41% | 18.20%-3.8pp | 122.12%-107.7pp | 19.28%-4.9pp |
| Employer contribution / active EE | $1,871 | $1,997-6.3% | $5,169-63.8% | $2,840-34.1% |
| Participant deferral / active EE | $4,670 | $3,990+17.0% | $5,569-16.1% | $4,948-5.6% |
| Admin fee / account holder | $57 | $53+8.1% | $16,246-99.6% | $75-23.5% |