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 CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $544,814 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $207,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,250 | $73,283-64.2% | $155,556-83.1% | $106,553-75.4% |
| Participation rate | 67.5% | 73.3%-5.8pp | 78.2%-10.8pp | 69.8%-2.4pp |
| Annual return | 11.92% | 15.76%-3.8pp | 64.84%-52.9pp | 17.37%-5.4pp |
| Employer contribution / active EE | $2,041 | $2,241-8.9% | $4,675-56.4% | $3,359-39.2% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $5,631-100.0% | $5,562-100.0% |
| Admin fee / account holder | $51 | $56-9.6% | $15,885-99.7% | $80-36.6% |