Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $454,879 |
Filed as: THE MONROE VOS CONSULTING GROUP, I Service code 27 · EIN 76-0505838 | Advisory (Plan) | $50,975 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $31,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$214,513 |
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 | $64,852 | $66,513-2.5% | $178,510-63.7% | $106,273-39.0% |
| Participation rate | 94.8% | 73.8%+21.0pp | 81.9%+12.9pp | 70.8%+24.0pp |
| Annual return | 23.85% | 21.81%+2.0pp | 151.13%-127.3pp | 21.70%+2.2pp |
| Employer contribution / active EE | $397 | $1,776-77.6% | $5,011-92.1% | $2,722-85.4% |
| Participant deferral / active EE | $3,819 | $3,679+3.8% | $5,202-26.6% | $4,601-17.0% |
| Admin fee / account holder | $24 | $53-55.3% | $13,988-99.8% | $78-69.5% |