Filed January 19, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,179 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,606 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,438 | $111,608-41.4% | $177,848-63.2% | $73,412-10.9% |
| Participation rate | 94.3% | 87.9%+6.5pp | 87.7%+6.6pp | 72.2%+22.2pp |
| Annual return | 20.54% | 18.23%+2.3pp | 48.33%-27.8pp | 59.30%-38.8pp |
| Employer contribution / active EE | $4,030 | $3,796+6.2% | $5,919-31.9% | $2,234+80.4% |
| Participant deferral / active EE | $3,346 | $6,199-46.0% | $7,714-56.6% | $3,806-12.1% |
| Admin fee / account holder | $32 | $166-80.4% | $12,431-99.7% | $158-79.4% |