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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $96,215 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,959 |
3 funds of $250K or more; 4 lines in all, holding $10.4M of the plan's $70.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Additions: Investment income: Net appreciation in fair value of investments Manager not matched · Other | $8.1M | 77.9% |
| Receivables: Employer contributions Manager not matched · Other | $1.3M | 12.5% |
| Investments, at contract value (Note 5) Manager not matched · Insurance contract | $954K | 9.2% |
| Interest from investments Manager not matched · Other | $35K | 0.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,584 | $119,446-18.3% | $150,045-35.0% | $85,563+14.0% |
| Participation rate | 94.3% | 75.4%+18.9pp | 82.3%+12.0pp | 66.0%+28.3pp |
| Annual return | 18.42% | 23.72%-5.3pp | 62.55%-44.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $4,336 | $4,078+6.3% | $4,693-7.6% | $2,654+63.4% |
| Participant deferral / active EE | $9,997 | $7,985+25.2% | $7,997+25.0% | $4,375+128.5% |
| Admin fee / account holder | $153 | $548-72.1% | $13,435-98.9% | $834-81.7% |