Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $363,001 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$155,237 |
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 | $46,164 | $44,007+4.9% | $154,110-70.0% | $68,904-33.0% |
| Participation rate | 94.8% | 70.0%+24.7pp | 83.0%+11.7pp | 74.1%+20.6pp |
| Annual return | -4.38% | 8.15%-12.5pp | 735.22%-739.6pp | 1.07%-5.4pp |
| Employer contribution / active EE | $981 | $1,732-43.4% | $5,298-81.5% | $2,540-61.4% |
| Participant deferral / active EE | $3,384 | $2,813+20.3% | $5,081-33.4% | $4,015-15.7% |
| Admin fee / account holder | $19 | $65-70.7% | $13,412-99.9% | $71-73.4% |