Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $320,198 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$149,587 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,661 | $48,835+11.9% | $170,435-67.9% | $177,276-69.2% |
| Participation rate | 94.8% | 72.1%+22.7pp | 83.6%+11.2pp | 74.8%+19.9pp |
| Annual return | 18.08% | 19.44%-1.4pp | 205.94%-187.9pp | 21.25%-3.2pp |
| Employer contribution / active EE | $283 | $1,798-84.3% | $5,432-94.8% | $2,479-88.6% |
| Participant deferral / active EE | $3,401 | $2,757+23.3% | $4,939-31.1% | $3,881-12.4% |
| Admin fee / account holder | $15 | $52-71.3% | $13,881-99.9% | $154-90.3% |