Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,345 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $30,000 |
Filed as: MONROE VOS CONSULTING GROUP INC Service code 27 · EIN 76-0505838 | Advisory (Plan) | $15,349 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,482 | $58,202-71.7% | $172,757-90.5% | $89,609-81.6% |
| Participation rate | 68.0% | 72.8%-4.9pp | 82.6%-14.7pp | 69.6%-1.6pp |
| Annual return | 23.51% | 61.59%-38.1pp | 803.06%-779.5pp | 33.65%-10.1pp |
| Employer contribution / active EE | $2,386 | $1,759+35.7% | $5,144-53.6% | $2,584-7.7% |
| Participant deferral / active EE | $184 | $3,335-94.5% | $5,198-96.5% | $4,222-95.7% |
| Admin fee / account holder | $8 | $53-84.6% | $13,956-99.9% | $72-88.7% |