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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $122,216 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $68,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,143 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $172,617 | $130,052+32.7% | $86,717+99.1% | $77,906+121.6% |
| Participation rate | 97.5% | 85.9%+11.6pp | 76.6%+20.9pp | 73.7%+23.8pp |
| Annual return | -23.43% | -12.73%-10.7pp | 35.97%-59.4pp | 12.16%-35.6pp |
| Employer contribution / active EE | $5,244 | $3,214+63.2% | $2,837+84.8% | $2,846+84.3% |
| Participant deferral / active EE | $12,453 | $5,741+116.9% | $4,657+167.4% | $4,805+159.2% |
| Admin fee / account holder | $63 | $132-52.2% | $7,494-99.2% | $133-52.4% |