Filed March 25, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $164,794 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $164,461 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $47,568 |
Form 5500 reported that benefits due were not provided when due.
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 | $234,276 | $110,282+112.4% | $102,423+128.7% | $199,921+17.2% |
| Participation rate | 97.9% | 86.3%+11.6pp | 76.5%+21.4pp | 72.0%+25.9pp |
| Annual return | 12.94% | 35.75%-22.8pp | 29.42%-16.5pp | 34.28%-21.3pp |
| Employer contribution / active EE | $5,694 | $3,603+58.0% | $3,023+88.4% | $3,035+87.6% |
| Participant deferral / active EE | $14,105 | $6,376+121.2% | $5,054+179.1% | $5,089+177.2% |
| Admin fee / account holder | $103 | $122-15.6% | $9,455-98.9% | $269-61.7% |