Filed October 10, 2025 (most recent of 10 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $100,765 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,861 |
KPMG LLP6 years Service code 10 · EIN 13-5565207 | Accounting | $37,500 |
Filed as: MONROE VOS CONSULTING GROUP, INC. Service code 27 · EIN 76-0451829 | Advisory (Plan) | $12,832 |
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.
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 | $25,809 | $68,330-62.2% | $149,740-82.8% | $96,393-73.2% |
| Participation rate | 64.8% | 74.6%-9.8pp | 78.8%-14.0pp | 71.3%-6.5pp |
| Annual return | 20.97% | 29.64%-8.7pp | 134.51%-113.5pp | 22.88%-1.9pp |
| Employer contribution / active EE | $2,324 | $2,139+8.6% | $4,821-51.8% | $3,239-28.2% |
| Participant deferral / active EE | $229 | $4,422-94.8% | $5,683-96.0% | $5,455-95.8% |
| Admin fee / account holder | $0 | $52-100.0% | $13,222-100.0% | $74-100.0% |