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) | $13,078 |
Service code 14 · EIN 04-2647786 | Plan Administrator | $5,825 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,473 | $125,578-82.1% | $86,460-74.0% | $89,433-74.9% |
| Participation rate | 76.3% | 86.1%-9.8pp | 80.3%-4.0pp | 71.3%+5.0pp |
| Annual return | -16.82% | -16.42%-0.4pp | 4399.82%-4416.6pp | -11.88%-4.9pp |
| Employer contribution / active EE | $4,786 | $4,137+15.7% | $3,771+26.9% | $3,021+58.4% |
| Participant deferral / active EE | $0 | $9,976-100.0% | $6,954-100.0% | $5,125-100.0% |
| Admin fee / account holder | $1 | $94-99.4% | $6,727-100.0% | $79-99.3% |