Filed December 30, 2025 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-0230590 | Recordkeeping | $46,801 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,193 | $74,089-25.5% | $133,975-58.8% | $55,1670% |
| Participation rate | 97.1% | 84.3%+12.8pp | 87.1%+10.1pp | 69.0%+28.1pp |
| Annual return | 7.29% | 12.11%-4.8pp | 29.29%-22.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $2,184 | $3,064-28.7% | $5,211-58.1% | $1,963+11.3% |
| Participant deferral / active EE | $2,076 | $4,678-55.6% | $6,282-67.0% | $3,054-32.0% |
| Admin fee / account holder | $403 | $458-11.9% | $9,324-95.7% | $504-19.9% |