Filed March 25, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,334 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,069 |
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 | $239,521 | $144,879+65.3% | $111,319+115.2% | $93,010+157.5% |
| Participation rate | 96.7% | 86.1%+10.5pp | 77.3%+19.3pp | 73.9%+22.8pp |
| Annual return | 14.45% | 18.11%-3.7pp | 54.68%-40.2pp | 158.70%-144.3pp |
| Employer contribution / active EE | $4,596 | $3,052+50.6% | $2,732+68.2% | $2,705+69.9% |
| Participant deferral / active EE | $10,958 | $5,576+96.5% | $4,488+144.2% | $4,561+140.3% |
| Admin fee / account holder | $24 | $104-76.4% | $7,966-99.7% | $152-83.9% |