Filed March 25, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $182,665 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $147,907 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $22,750 |
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 | $220,486 | $104,544+110.9% | $96,564+128.3% | $80,187+175.0% |
| Participation rate | 97.8% | 86.4%+11.5pp | 76.0%+21.9pp | 72.9%+24.9pp |
| Annual return | 22.91% | 21.79%+1.1pp | 25.89%-3.0pp | 40.40%-17.5pp |
| Employer contribution / active EE | $5,830 | $3,527+65.3% | $2,967+96.5% | $2,980+95.7% |
| Participant deferral / active EE | $14,362 | $6,170+132.8% | $4,852+196.0% | $5,016+186.3% |
| Admin fee / account holder | $101 | $107-5.8% | $8,256-98.8% | $145-30.6% |