Filed November 19, 2024 (most recent of 3 filings on file)
Total covered: 304 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $647,894 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $594,177 |
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 | $56,905 | $83,057-31.5% | $143,801-60.4% | $89,433-36.4% |
| Participation rate | 90.0% | 74.0%+16.0pp | 80.3%+9.7pp | 71.3%+18.7pp |
| Annual return | -15.86% | -13.97%-1.9pp | -0.04%-15.8pp | -11.88%-4.0pp |
| Employer contribution / active EE | $2,030 | $2,095-3.1% | $4,952-59.0% | $3,021-32.8% |
| Participant deferral / active EE | $4,904 | $4,281+14.6% | $5,639-13.0% | $5,125-4.3% |
| Admin fee / account holder | $67 | $83-18.7% | $14,680-99.5% | $79-15.0% |