Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $289,862 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$161,127 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,537 | $43,110+14.9% | $156,551-68.4% | $65,292-24.1% |
| Participation rate | 94.0% | 69.3%+24.7pp | 84.0%+10.0pp | 72.4%+21.6pp |
| Annual return | 8.63% | 11.24%-2.6pp | 32.23%-23.6pp | 11.84%-3.2pp |
| Employer contribution / active EE | $508 | $1,702-70.1% | $5,501-90.8% | $2,302-77.9% |
| Participant deferral / active EE | $3,357 | $2,520+33.2% | $4,871-31.1% | $3,579-6.2% |
| Admin fee / account holder | $12 | $47-75.1% | $13,028-99.9% | $57-79.5% |