Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,124 |
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 | $39,738 | $37,117+7.1% | $147,618-73.1% | $55,191-28.0% |
| Participation rate | 91.1% | 63.6%+27.5pp | 84.6%+6.5pp | 69.2%+22.0pp |
| Annual return | 3.11% | 3.44%-0.3pp | 61.98%-58.9pp | 10.78%-7.7pp |
| Employer contribution / active EE | $4,155 | $1,620+156.4% | $5,564-25.3% | $1,899+118.8% |
| Participant deferral / active EE | $4,532 | $1,985+128.3% | $4,895-7.4% | $3,046+48.8% |
| Admin fee / account holder | $59 | $86-30.7% | $11,612-99.5% | $91-34.7% |