Filed March 25, 2026 (most recent of 2 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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,562 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$208,280 |
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 | $181,351 | $88,730+104.4% | $82,312+120.3% | $77,958+132.6% |
| Participation rate | 95.0% | 84.5%+10.5pp | 76.9%+18.1pp | 71.6%+23.4pp |
| Annual return | 22.91% | 20.88%+2.0pp | 25.88%-3.0pp | 20.87%+2.0pp |
| Employer contribution / active EE | $4,029 | $2,758+46.1% | $2,428+65.9% | $2,310+74.4% |
| Participant deferral / active EE | $9,016 | $4,634+94.5% | $3,706+143.3% | $3,537+154.9% |
| Admin fee / account holder | -$70 | $74-195.0% | $5,608-101.3% | $97-172.1% |