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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,972 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,817 | $93,571+62.2% | $135,903+11.7% | $75,163+102.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 16.84% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $6,344 | $3,537+79.4% | $4,856+30.6% | $2,670+137.6% |
| Participant deferral / active EE | $20,347 | $6,404+217.7% | $7,758+162.3% | $4,125+393.2% |
| Admin fee / account holder | -$66 | $6,975-100.9% | $10,762-100.6% | $5,651-101.2% |