Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,970 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $40,946 | $85,199-51.9% | $57,196-28.4% | $63,975-36.0% |
| Participation rate | 61.4% | 74.0%-12.6pp | 75.3%-13.9pp | 71.1%-9.7pp |
| Annual return | 7.40% | 10.43%-3.0pp | 14.59%-7.2pp | 48.65%-41.3pp |
| Employer contribution / active EE | $557 | $3,446-83.8% | $2,683-79.2% | $2,182-74.5% |
| Participant deferral / active EE | $1,577 | $3,109-49.3% | $3,096-49.1% | $3,356-53.0% |
| Admin fee / account holder | $0 | $39-100.0% | $3,141-100.0% | $70-100.0% |