Filed May 19, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,191 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,563 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,148 | $104,497+58.0% | $159,487+3.5% | $79,389+108.0% |
| Participation rate | 92.3% | 76.6%+15.7pp | 82.8%+9.5pp | 70.7%+21.6pp |
| Annual return | 17.99% | 67.98%-50.0pp | 263.71%-245.7pp | 116.89%-98.9pp |
| Employer contribution / active EE | $3,493 | $3,418+2.2% | $4,831-27.7% | $2,428+43.9% |
| Participant deferral / active EE | $14,315 | $6,468+121.3% | $7,354+94.7% | $4,046+253.8% |
| Admin fee / account holder | -$12 | $711-101.6% | $10,804-100.1% | $626-101.9% |