Filed April 13, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $98,206 |
MERCER2 years Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $94,483 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $31,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,361 |
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 | $19,648 | $47,540-58.7% | $79,591-75.3% | $89,433-78.0% |
| Participation rate | 28.4% | 54.9%-26.5pp | 69.5%-41.1pp | 71.3%-42.9pp |
| Annual return | -16.32% | -8.05%-8.3pp | 0.18%-16.5pp | -11.88%-4.4pp |
| Employer contribution / active EE | $300 | $1,122-73.3% | $2,413-87.6% | $3,021-90.1% |
| Participant deferral / active EE | $1,070 | $1,961-45.4% | $3,986-73.1% | $5,125-79.1% |
| Admin fee / account holder | $28 | $59-52.3% | $6,815-99.6% | $79-64.8% |