Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $484,999 |
Filed as: THE MONROE VOS CONSULTING GROUP, I Service code 27 · EIN 76-0451829 | Advisory (Plan) | $50,675 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $31,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$289,313 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,976 | $68,062+2.8% | $185,854-62.3% | $106,520-34.3% |
| Participation rate | 92.5% | 75.2%+17.2pp | 81.7%+10.7pp | 71.3%+21.1pp |
| Annual return | 17.59% | 18.20%-0.6pp | 122.12%-104.5pp | 19.28%-1.7pp |
| Employer contribution / active EE | $461 | $1,997-76.9% | $5,169-91.1% | $2,840-83.8% |
| Participant deferral / active EE | $3,755 | $3,990-5.9% | $5,569-32.6% | $4,948-24.1% |
| Admin fee / account holder | $19 | $53-63.6% | $16,246-99.9% | $75-74.2% |