Filed April 13, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $133,154 |
Service code 37 · EIN 04-2647786 | Loan Processing | $80,337 |
MERCER3 years Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $51,234 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $33,000 |
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 | $23,569 | $53,531-56.0% | $86,251-72.7% | $96,393-75.5% |
| Participation rate | 27.5% | 53.4%-25.9pp | 69.0%-41.4pp | 71.3%-43.7pp |
| Annual return | 21.40% | 20.51%+0.9pp | 1170.54%-1149.1pp | 22.88%-1.5pp |
| Employer contribution / active EE | $303 | $1,158-73.8% | $2,381-87.3% | $3,239-90.6% |
| Participant deferral / active EE | $1,038 | $1,965-47.2% | $3,987-74.0% | $5,455-81.0% |
| Admin fee / account holder | $32 | $55-42.1% | $6,857-99.5% | $74-56.5% |