Filed June 2, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,384 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,016 | $53,216-30.4% | $155,534-76.2% | $199,960-81.5% |
| Participation rate | 23.6% | 64.1%-40.5pp | 78.2%-54.6pp | 72.0%-48.4pp |
| Annual return | 16.62% | 41.18%-24.6pp | 64.92%-48.3pp | 34.28%-17.7pp |
| Employer contribution / active EE | $376 | $1,848-79.7% | $4,675-92.0% | $3,036-87.6% |
| Participant deferral / active EE | $1,257 | $3,164-60.3% | $5,630-77.7% | $5,087-75.3% |
| Admin fee / account holder | $28 | $186-84.7% | $15,900-99.8% | $269-89.5% |