Filed March 25, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$104,938 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $156,319 | $78,852+98.2% | $76,768+103.6% | $75,289+107.6% |
| Participation rate | 95.4% | 85.0%+10.4pp | 77.0%+18.4pp | 72.4%+23.0pp |
| Annual return | -10.84% | -1.29%-9.6pp | 2.43%-13.3pp | -0.04%-10.8pp |
| Employer contribution / active EE | $4,253 | $2,794+52.2% | $2,485+71.1% | $2,405+76.8% |
| Participant deferral / active EE | $9,664 | $4,800+101.3% | $3,852+150.9% | $3,739+158.5% |
| Admin fee / account holder | -$28 | $79-134.9% | $6,676-100.4% | $102-126.9% |