Filed December 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,660 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,974 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,013 | $130,052+21.5% | $86,717+82.2% | $77,906+102.8% |
| Participation rate | 73.2% | 85.9%-12.7pp | 76.6%-3.4pp | 73.7%-0.5pp |
| Annual return | -22.14% | -12.73%-9.4pp | 35.97%-58.1pp | 12.16%-34.3pp |
| Employer contribution / active EE | $1,201 | $3,214-62.6% | $2,837-57.7% | $2,846-57.8% |
| Participant deferral / active EE | $6,471 | $5,741+12.7% | $4,657+38.9% | $4,805+34.7% |
| Admin fee / account holder | -$16 | $132-112.3% | $7,494-100.2% | $133-112.2% |