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) | $21,108 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,591 | $43,110+184.4% | $156,551-21.7% | $65,292+87.8% |
| Participation rate | 0.0% | 69.3%-69.3pp | 84.0%-84.0pp | 72.4%-72.4pp |
| Annual return | 14.29% | 11.24%+3.1pp | 32.23%-17.9pp | 11.84%+2.5pp |
| Employer contribution / active EE | $2,932 | $1,702+72.3% | $5,501-46.7% | $2,302+27.4% |
| Participant deferral / active EE | $168 | $2,520-93.3% | $4,871-96.6% | $3,579-95.3% |
| Admin fee / account holder | $43 | $47-9.4% | $13,028-99.7% | $57-25.4% |