Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $691,109 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $59,833 |
KPMG LLP7 years Service code 10 · EIN 13-5565207 | Accounting | $37,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$390,347 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,699 | $73,283-10.3% | $155,556-57.8% | $106,553-38.3% |
| Participation rate | 91.0% | 73.3%+17.8pp | 78.2%+12.8pp | 69.8%+21.2pp |
| Annual return | 18.89% | 15.76%+3.1pp | 64.84%-45.9pp | 17.37%+1.5pp |
| Employer contribution / active EE | $1,656 | $2,241-26.1% | $4,675-64.6% | $3,359-50.7% |
| Participant deferral / active EE | $4,496 | $4,567-1.6% | $5,631-20.2% | $5,562-19.2% |
| Admin fee / account holder | $23 | $56-58.1% | $15,885-99.9% | $80-70.6% |