Filed September 3, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $106,431 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $6,326 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,131 | $167,668-79.0% | $100,391-65.0% | $106,382-67.0% |
| Participation rate | 89.0% | 87.6%+1.5pp | 81.5%+7.6pp | 69.9%+19.2pp |
| Annual return | 14.28% | 18.33%-4.0pp | 49.20%-34.9pp | 17.37%-3.1pp |
| Employer contribution / active EE | $5,947 | $4,908+21.2% | $3,942+50.9% | $3,364+76.8% |
| Participant deferral / active EE | $0 | $11,427-100.0% | $8,082-100.0% | $5,569-100.0% |
| Admin fee / account holder | $3 | $94-97.0% | $7,899-100.0% | $79-96.5% |