Filed April 13, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $256,828 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,632 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $28,000 |
MERCER1 year Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $16,205 |
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $14,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,061 | $55,785-62.2% | $96,583-78.2% | $106,520-80.2% |
| Participation rate | 28.3% | 53.4%-25.1pp | 69.8%-41.5pp | 71.3%-43.0pp |
| Annual return | 15.52% | 17.66%-2.1pp | 37.79%-22.3pp | 19.28%-3.8pp |
| Employer contribution / active EE | $316 | $1,042-69.7% | $2,357-86.6% | $2,840-88.9% |
| Participant deferral / active EE | $1,093 | $1,782-38.7% | $3,850-71.6% | $4,948-77.9% |
| Admin fee / account holder | $43 | $59-26.8% | $6,184-99.3% | $75-42.3% |