Filed January 16, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,266 |
Service code 19 · EIN 04-2647786 | Securities Custodian | $0 |
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 | $153,918 | $98,982+55.5% | $162,171-5.1% | $65,185+136.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 6.43% | 24.84%-18.4pp | 115.60%-109.2pp | 29.38%-23.0pp |
| Employer contribution / active EE | $10,630 | $3,467+206.6% | $5,613+89.4% | $2,177+388.4% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $32 | $596-94.6% | $10,843-99.7% | $847-96.2% |