Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 26 · EIN 04-2654524 | Advisory (Participants) | $186,727 |
Service code 14 · EIN 04-2647786 | Plan Administrator | $161,876 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,304 | $125,578+3.0% | $86,460+49.6% | $89,433+44.6% |
| Participation rate | 92.7% | 86.1%+6.5pp | 80.3%+12.3pp | 71.3%+21.4pp |
| Annual return | -20.28% | -16.42%-3.9pp | 4399.82%-4420.1pp | -11.88%-8.4pp |
| Employer contribution / active EE | $1,787 | $4,137-56.8% | $3,771-52.6% | $3,021-40.8% |
| Participant deferral / active EE | $9,137 | $9,976-8.4% | $6,954+31.4% | $5,125+78.3% |
| Admin fee / account holder | $5 | $94-95.0% | $6,727-99.9% | $79-94.1% |