Filed December 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,493 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,866 |
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 | $199,076 | $185,342+7.4% | $111,319+78.8% | $86,828+129.3% |
| Participation rate | 76.3% | 81.0%-4.6pp | 77.3%-1.0pp | 72.3%+4.0pp |
| Annual return | 17.47% | 500.80%-483.3pp | 54.68%-37.2pp | 97.95%-80.5pp |
| Employer contribution / active EE | $1,154 | $2,246-48.6% | $2,732-57.7% | $2,406-52.0% |
| Participant deferral / active EE | $6,278 | $4,458+40.8% | $4,488+39.9% | $4,132+51.9% |
| Admin fee / account holder | -$23 | $255-109.2% | $7,966-100.3% | $170-113.8% |