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) | $27,877 |
Service code 38 · EIN 93-1083918 | Participant Communication | $12,622 |
ACTION MAIL POSTAGE1 year Service code 38 · EIN 33-0616971 | Participant Communication | $10,269 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,705 |
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.
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 | $96,066 | $48,835+96.7% | $170,435-43.6% | $177,276-45.8% |
| Participation rate | 3.4% | 72.1%-68.7pp | 83.6%-80.2pp | 74.8%-71.4pp |
| Annual return | 17.89% | 19.44%-1.5pp | 205.94%-188.0pp | 21.25%-3.4pp |
| Employer contribution / active EE | $2,916 | $1,798+62.2% | $5,432-46.3% | $2,479+17.6% |
| Participant deferral / active EE | $170 | $2,757-93.8% | $4,939-96.6% | $3,881-95.6% |
| Admin fee / account holder | $47 | $52-10.4% | $13,881-99.7% | $154-69.8% |