Filed January 19, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,555 |
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 | $73,897 | $100,272-26.3% | $170,057-56.5% | $74,473-0.8% |
| Participation rate | 94.7% | 87.4%+7.4pp | 87.0%+7.7pp | 70.7%+24.0pp |
| Annual return | 23.37% | 66.12%-42.7pp | 53.42%-30.0pp | 34.36%-11.0pp |
| Employer contribution / active EE | $6,793 | $4,266+59.3% | $6,7900% | $2,638+157.5% |
| Participant deferral / active EE | $4,029 | $7,147-43.6% | $10,411-61.3% | $4,530-11.1% |
| Admin fee / account holder | $49 | $235-79.1% | $12,826-99.6% | $347-85.8% |