Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $719,494 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $550,854 |
Filed as: MONROE VOS CONSULTING GROUP, INC. Service code 27 · EIN 76-0451829 | Advisory (Plan) | $42,772 |
KPMG LLP6 years Service code 10 · EIN 13-5565207 | Accounting | $37,500 |
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 | $60,331 | $68,330-11.7% | $149,740-59.7% | $96,393-37.4% |
| Participation rate | 94.6% | 74.6%+20.0pp | 78.8%+15.8pp | 71.3%+23.3pp |
| Annual return | 22.40% | 29.64%-7.2pp | 134.51%-112.1pp | 22.88%-0.5pp |
| Employer contribution / active EE | $1,251 | $2,139-41.5% | $4,821-74.1% | $3,239-61.4% |
| Participant deferral / active EE | $4,416 | $4,422-0.1% | $5,683-22.3% | $5,455-19.0% |
| Admin fee / account holder | $16 | $52-69.5% | $13,222-99.9% | $74-78.5% |