Filed January 19, 2026 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,104 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,480 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,054 | $153,743-33.0% | $197,124-47.7% | $103,975-0.9% |
| Participation rate | 95.8% | 91.1%+4.7pp | 86.7%+9.1pp | 72.5%+23.3pp |
| Annual return | 18.07% | 17.60%+0.5pp | 44.34%-26.3pp | 19.41%-1.3pp |
| Employer contribution / active EE | $7,067 | $5,424+30.3% | $6,227+13.5% | $3,722+89.8% |
| Participant deferral / active EE | $5,306 | $9,152-42.0% | $9,135-41.9% | $5,343-0.7% |
| Admin fee / account holder | $65 | $131-50.7% | $16,298-99.6% | $332-80.5% |