Filed January 16, 2026 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE HANEY COMPANY1 year Service code 14 · EIN 52-1692290 | Plan Administrator | $7,200 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,494 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $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 | $164,364 | $136,307+20.6% | $177,839-7.6% | $73,501+123.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 7.38% | 18.68%-11.3pp | 48.33%-40.9pp | 28.51%-21.1pp |
| Employer contribution / active EE | $11,504 | $3,712+209.9% | $5,919+94.4% | $2,270+406.7% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $35 | $596-94.0% | $12,432-99.7% | $513-93.1% |