Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $548,759 |
Service code 14 · EIN 04-2647786 | Plan Administrator | $229,732 |
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 | $150,106 | $141,418+6.1% | $94,677+58.5% | $96,393+55.7% |
| Participation rate | 94.0% | 86.8%+7.2pp | 80.8%+13.2pp | 71.3%+22.7pp |
| Annual return | 17.63% | 21.96%-4.3pp | 156.95%-139.3pp | 22.88%-5.3pp |
| Employer contribution / active EE | $2,118 | $4,361-51.4% | $3,673-42.3% | $3,239-34.6% |
| Participant deferral / active EE | $10,690 | $10,6950% | $7,418+44.1% | $5,455+96.0% |
| Admin fee / account holder | $11 | $82-87.2% | $7,222-99.9% | $74-85.8% |