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 CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $75,897 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,649 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,548 | $46,516-64.4% | $147,618-88.8% | $69,651-76.2% |
| Participation rate | 59.3% | 65.8%-6.6pp | 84.6%-25.4pp | 66.6%-7.3pp |
| Annual return | -0.06% | 9.48%-9.5pp | 61.98%-62.0pp | 53.77%-53.8pp |
| Employer contribution / active EE | $1,206 | $1,393-13.4% | $5,564-78.3% | $2,241-46.2% |
| Participant deferral / active EE | $0 | $2,719-100.0% | $4,895-100.0% | $3,635-100.0% |
| Admin fee / account holder | $16 | $45-64.5% | $11,612-99.9% | $63-74.8% |