Filed December 19, 2025 (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) | $34,202 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,346 |
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 | $135,771 | $105,173+29.1% | $87,102+55.9% | $77,775+74.6% |
| Participation rate | 74.5% | 85.8%-11.3pp | 76.9%-2.4pp | 73.2%+1.3pp |
| Annual return | 27.35% | 24.52%+2.8pp | 28.19%-0.8pp | 32.58%-5.2pp |
| Employer contribution / active EE | $1,140 | $2,890-60.6% | $2,521-54.8% | $2,504-54.5% |
| Participant deferral / active EE | $5,806 | $5,048+15.0% | $4,048+43.4% | $3,966+46.4% |
| Admin fee / account holder | -$2 | $105-102.3% | $7,493-100.0% | $100-102.4% |