Filed August 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,257 |
MARQUETTE ASSOCIATES4+ years Service code 16 · EIN 36-3485298 | Consulting | $22,500 |
SIDLEY AUSTIN LLP1 year Filed as: SIDLEY AUSTIN Service code 29 ONE SOUTH DEARBORN · CHICAGO, IL 60603 | Legal | $5,841 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,159 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,760 | $134,045-31.5% | $80,022+14.7% | $75,289+21.9% |
| Participation rate | 97.5% | 85.8%+11.7pp | 75.8%+21.7pp | 72.4%+25.1pp |
| Annual return | -2.29% | -0.56%-1.7pp | 11.22%-13.5pp | -0.04%-2.3pp |
| Employer contribution / active EE | $1,901 | $3,492-45.6% | $2,468-23.0% | $2,405-20.9% |
| Participant deferral / active EE | $5,469 | $4,976+9.9% | $3,686+48.4% | $3,739+46.3% |
| Admin fee / account holder | $23 | $124-81.5% | $6,521-99.6% | $102-77.6% |