Filed January 19, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,035 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,994 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,933 | $81,537-35.1% | $149,721-64.6% | $69,631-24.0% |
| Participation rate | 95.1% | 86.1%+9.0pp | 87.1%+8.1pp | 70.7%+24.4pp |
| Annual return | 18.41% | 22.79%-4.4pp | 1501.67%-1483.3pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $3,378 | $3,239+4.3% | $5,444-38.0% | $2,032+66.2% |
| Participant deferral / active EE | $2,660 | $4,994-46.7% | $6,568-59.5% | $3,224-17.5% |
| Admin fee / account holder | $25 | $107-76.4% | $11,282-99.8% | $110-77.1% |