Filed January 26, 2026 (most recent of 12 filings on file)
Total covered: 36 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,840 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,440 | $125,797+94.3% | $170,057+43.7% | $75,177+225.2% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.0%+11.0pp | 67.2%+30.8pp |
| Annual return | 19.55% | 27.20%-7.6pp | 53.42%-33.9pp | 160.75%-141.2pp |
| Employer contribution / active EE | $7,744 | $4,616+67.8% | $6,790+14.0% | $2,671+189.9% |
| Participant deferral / active EE | $7,571 | $6,838+10.7% | $10,411-27.3% | $4,126+83.5% |
| Admin fee / account holder | $99 | $8,177-98.8% | $12,826-99.2% | $5,651-98.2% |