Filed February 20, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,896 | $36,916+75.8% | $156,551-58.5% | $57,658+12.6% |
| Participation rate | 43.8% | 63.4%-19.6pp | 84.0%-40.2pp | 70.2%-26.4pp |
| Annual return | 10.37% | 12.38%-2.0pp | 32.23%-21.9pp | 5.13%+5.2pp |
| Employer contribution / active EE | $186 | $1,571-88.2% | $5,501-96.6% | $1,974-90.6% |
| Participant deferral / active EE | $2,580 | $1,926+34.0% | $4,871-47.0% | $3,061-15.7% |
| Admin fee / account holder | $7 | $82-91.8% | $13,028-99.9% | $95-92.8% |