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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $633,820 |
FID INV INST OPS CO9+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $626,959 |
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 | $64,818 | $68,330-5.1% | $149,740-56.7% | $96,393-32.8% |
| Participation rate | 90.8% | 74.6%+16.2pp | 78.8%+12.0pp | 71.3%+19.5pp |
| Annual return | 18.17% | 29.64%-11.5pp | 134.51%-116.3pp | 22.88%-4.7pp |
| Employer contribution / active EE | $2,210 | $2,139+3.3% | $4,821-54.2% | $3,239-31.8% |
| Participant deferral / active EE | $5,664 | $4,422+28.1% | $5,683-0.3% | $5,455+3.8% |
| Admin fee / account holder | $65 | $52+24.3% | $13,222-99.5% | $74-12.5% |