Filed December 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,216 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,084 |
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 | $168,367 | $176,471-4.6% | $95,968+75.4% | $90,274+86.5% |
| Participation rate | 74.7% | 86.6%-11.9pp | 77.1%-2.4pp | 73.4%+1.3pp |
| Annual return | 27.36% | 20.15%+7.2pp | 91.65%-64.3pp | 53.97%-26.6pp |
| Employer contribution / active EE | $1,001 | $2,783-64.0% | $2,542-60.6% | $2,523-60.3% |
| Participant deferral / active EE | $5,455 | $5,325+2.4% | $4,167+30.9% | $4,231+29.0% |
| Admin fee / account holder | -$16 | $154-110.2% | $6,798-100.2% | $114-113.8% |