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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $99,952 |
FID INV INST OPS CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $82,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,652 | $53,684-63.4% | $170,435-88.5% | $80,976-75.7% |
| Participation rate | 62.7% | 69.2%-6.5pp | 83.6%-20.9pp | 68.3%-5.6pp |
| Annual return | 16.93% | 25.97%-9.0pp | 205.94%-189.0pp | 22.91%-6.0pp |
| Employer contribution / active EE | $1,254 | $1,642-23.6% | $5,432-76.9% | $2,402-47.8% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $4,939-100.0% | $3,848-100.0% |
| Admin fee / account holder | $17 | $46-64.1% | $13,881-99.9% | $67-75.3% |