Filed February 6, 2026 (most recent of 3 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,926 | $104,475+52.1% | $159,436-0.3% | $79,386+100.2% |
| Participation rate | 85.1% | 76.6%+8.4pp | 82.8%+2.2pp | 70.7%+14.4pp |
| Annual return | 26.30% | 67.95%-41.7pp | 263.57%-237.3pp | 116.85%-90.6pp |
| Employer contribution / active EE | $4,700 | $3,417+37.5% | $4,829-2.7% | $2,427+93.6% |
| Participant deferral / active EE | $14,357 | $6,467+122.0% | $7,352+95.3% | $4,046+254.9% |
| Admin fee / account holder | -$13 | $711-101.9% | $10,799-100.1% | $626-102.1% |