Filed August 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,008 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES INC Service code 16 · EIN 36-3485298 | Consulting | $30,000 |
SIDLEY AUSTIN LLP7+ years Service code 16 · EIN 36-4474078 | Consulting | $27,286 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$97,286 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,657 | $114,195-6.6% | $106,554+0.1% | $93,010+14.7% |
| Participation rate | 97.5% | 86.4%+11.1pp | 76.1%+21.4pp | 73.9%+23.6pp |
| Annual return | 12.53% | 22.18%-9.6pp | 26.80%-14.3pp | 158.70%-146.2pp |
| Employer contribution / active EE | $2,356 | $4,009-41.2% | $2,819-16.4% | $2,705-12.9% |
| Participant deferral / active EE | $6,165 | $5,908+4.3% | $4,398+40.2% | $4,561+35.2% |
| Admin fee / account holder | $5 | $105-95.4% | $7,408-99.9% | $152-96.8% |