Filed January 13, 2026
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| Provider | Service type | Compensation |
|---|---|---|
BPAS3+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $91,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,815 | $44,989-60.4% | $170,442-89.5% | $77,958-77.1% |
| Participation rate | 56.5% | 64.6%-8.1pp | 83.6%-27.1pp | 71.6%-15.1pp |
| Annual return | 18.71% | 19.61%-0.9pp | 205.93%-187.2pp | 20.87%-2.2pp |
| Employer contribution / active EE | $431 | $1,466-70.6% | $5,433-92.1% | $2,310-81.3% |
| Participant deferral / active EE | $881 | $2,208-60.1% | $4,939-82.2% | $3,537-75.1% |
| Admin fee / account holder | $92 | $69+33.4% | $13,880-99.3% | $97-5.6% |