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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $98,439 |
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $76,941 |
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 | $17,594 | $49,270-64.3% | $156,551-88.8% | $329,111-94.7% |
| Participation rate | 56.5% | 68.1%-11.6pp | 84.0%-27.5pp | 67.9%-11.3pp |
| Annual return | 6.92% | 23.25%-16.3pp | 32.23%-25.3pp | 16.35%-9.4pp |
| Employer contribution / active EE | $1,210 | $1,534-21.1% | $5,501-78.0% | $2,303-47.5% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $4,871-100.0% | $3,682-100.0% |
| Admin fee / account holder | $17 | $51-65.5% | $13,028-99.9% | $754-97.7% |