Filed August 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,193 |
MARQUETTE ASSOCIATES10+ years Service code 16 · EIN 36-3485298 | Consulting | $42,500 |
BDO USA, LLP1 year Filed as: BDO Service code 16 · EIN 13-5381590 | Consulting | $32,934 |
SIDLEY AUSTIN LLP10+ years Service code 16 · EIN 36-4474078 | Consulting | $8,005 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$121,572 |
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 | $110,060 | $112,582-2.2% | $105,624+4.2% | $200,096-45.0% |
| Participation rate | 91.2% | 86.3%+4.9pp | 75.3%+15.9pp | 72.0%+19.2pp |
| Annual return | 17.08% | 15.58%+1.5pp | 116.20%-99.1pp | 34.26%-17.2pp |
| Employer contribution / active EE | $3,295 | $4,580-28.0% | $3,168+4.0% | $3,038+8.5% |
| Participant deferral / active EE | $6,597 | $6,655-0.9% | $5,013+31.6% | $5,090+29.6% |
| Admin fee / account holder | $4 | $107-96.6% | $10,961-100.0% | $269-98.6% |