Filed January 13, 2026
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| Provider | Service type | Compensation |
|---|---|---|
BPAS1+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $71,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,369 | $37,039-55.8% | $147,617-88.9% | $59,188-72.3% |
| Participation rate | 47.5% | 63.8%-16.2pp | 84.6%-37.1pp | 69.4%-21.9pp |
| Annual return | -0.67% | 7.19%-7.9pp | 61.98%-62.7pp | 5.51%-6.2pp |
| Employer contribution / active EE | $342 | $1,353-74.7% | $5,565-93.9% | $2,098-83.7% |
| Participant deferral / active EE | $719 | $2,094-65.7% | $4,895-85.3% | $3,265-78.0% |
| Admin fee / account holder | $89 | $60+47.6% | $11,611-99.2% | $92-3.6% |