Filed November 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,466 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,181 |
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 | $51,950 | $47,180+10.1% | $149,723-65.3% | $74,473-30.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 17.63% | 22.75%-5.1pp | 134.50%-116.9pp | 34.36%-16.7pp |
| Employer contribution / active EE | $2,379 | $1,907+24.7% | $4,821-50.7% | $2,638-9.8% |
| Participant deferral / active EE | $2,972 | $2,730+8.9% | $5,682-47.7% | $4,530-34.4% |
| Admin fee / account holder | $33 | $343-90.3% | $13,215-99.7% | $347-90.4% |