Filed April 13, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,019 |
Service code 37 · EIN 04-2647786 | Loan Processing | $67,806 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $61,696 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 · EIN 46-1497033 | Accounting | $26,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,141 | $100,179-83.9% | $84,029-80.8% | $89,609-82.0% |
| Participation rate | 23.6% | 54.1%-30.5pp | 69.0%-45.4pp | 69.6%-46.0pp |
| Annual return | 26.01% | 22.50%+3.5pp | 71.32%-45.3pp | 33.65%-7.6pp |
| Employer contribution / active EE | $256 | $816-68.6% | $1,984-87.1% | $2,584-90.1% |
| Participant deferral / active EE | $693 | $1,459-52.5% | $3,239-78.6% | $4,222-83.6% |
| Admin fee / account holder | $31 | $72-57.6% | $6,102-99.5% | $72-57.4% |