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) | $61,233 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $31,000 |
Filed as: THE MONROE VOS CONSULTING GROUP, I Service code 27 · EIN 76-0505838 | Advisory (Plan) | $15,293 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,489 |
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 | $97,538 | $52,303+86.5% | $178,510-45.4% | $73,415+32.9% |
| Participation rate | 93.7% | 65.3%+28.3pp | 81.9%+11.7pp | 72.2%+21.5pp |
| Annual return | 20.73% | 34.76%-14.0pp | 151.13%-130.4pp | 59.30%-38.6pp |
| Employer contribution / active EE | $55,522 | $1,737+3097.3% | $5,011+1007.9% | $2,234+2385.5% |
| Participant deferral / active EE | $4,849 | $2,334+107.8% | $5,202-6.8% | $3,806+27.4% |
| Admin fee / account holder | $35 | $127-72.5% | $13,988-99.7% | $158-77.8% |