Filed March 25, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,712 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,975 |
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 | $248,253 | $176,471+40.7% | $95,968+158.7% | $90,274+175.0% |
| Participation rate | 96.9% | 86.6%+10.3pp | 77.1%+19.8pp | 73.4%+23.5pp |
| Annual return | 21.87% | 20.15%+1.7pp | 91.65%-69.8pp | 53.97%-32.1pp |
| Employer contribution / active EE | $4,743 | $2,783+70.4% | $2,542+86.6% | $2,523+88.0% |
| Participant deferral / active EE | $11,003 | $5,325+106.6% | $4,167+164.1% | $4,231+160.1% |
| Admin fee / account holder | $19 | $154-87.8% | $6,798-99.7% | $114-83.4% |