Filed October 10, 2025 (most recent of 10 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,505 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $31,000 |
Filed as: THE MONROE VOS CONSULTING GROUP, I Service code 27 · EIN 76-0451829 | Advisory (Plan) | $15,203 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$67,494 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,379 | $68,062-64.2% | $185,823-86.9% | $106,520-77.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.7%-15.0pp | 71.3%-4.6pp |
| Annual return | 17.76% | 18.20%-0.4pp | 122.05%-104.3pp | 19.28%-1.5pp |
| Employer contribution / active EE | $2,344 | $1,997+17.4% | $5,167-54.6% | $2,840-17.5% |
| Participant deferral / active EE | $209 | $3,990-94.8% | $5,568-96.3% | $4,948-95.8% |
| Admin fee / account holder | $5 | $53-89.6% | $16,237-100.0% | $75-92.7% |