Filed July 15, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $68,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,355 | $54,213-55.1% | $93,696-74.0% | $77,736-68.7% |
| Participation rate | 29.1% | 64.0%-34.8pp | 68.7%-39.6pp | 70.6%-41.5pp |
| Annual return | 17.55% | 30.55%-13.0pp | 133.74%-116.2pp | 31.26%-13.7pp |
| Employer contribution / active EE | $587 | $1,168-49.8% | $2,422-75.8% | $2,728-78.5% |
| Participant deferral / active EE | $1,416 | $3,145-55.0% | $4,417-68.0% | $4,651-69.6% |
| Admin fee / account holder | $267 | $575-53.6% | $8,287-96.8% | $433-38.5% |