Filed March 25, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,883 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,969 |
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 | $209,571 | $105,173+99.3% | $87,102+140.6% | $77,775+169.5% |
| Participation rate | 97.2% | 85.8%+11.4pp | 76.9%+20.4pp | 73.2%+24.0pp |
| Annual return | 38.16% | 24.52%+13.6pp | 28.19%+10.0pp | 32.58%+5.6pp |
| Employer contribution / active EE | $4,726 | $2,890+63.5% | $2,521+87.4% | $2,504+88.7% |
| Participant deferral / active EE | $10,952 | $5,048+116.9% | $4,048+170.5% | $3,966+176.2% |
| Admin fee / account holder | $19 | $105-82.3% | $7,493-99.8% | $100-81.5% |