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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,797 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,894 |
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 | $48,636 | $80,005-39.2% | $140,019-65.3% | $55,725-12.7% |
| Participation rate | 95.2% | 87.0%+8.2pp | 87.5%+7.7pp | 70.9%+24.4pp |
| Annual return | -5.30% | 0.46%-5.8pp | 651.17%-656.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $3,605 | $3,403+5.9% | $5,605-35.7% | $2,078+73.5% |
| Participant deferral / active EE | $2,795 | $5,264-46.9% | $6,927-59.7% | $3,356-16.7% |
| Admin fee / account holder | $27 | $116-76.7% | $10,705-99.7% | $115-76.6% |