Filed October 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,792 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $67,536 | $46,722+44.5% | $130,660-48.3% | $65,185+3.6% |
| Participation rate | 53.2% | 60.9%-7.7pp | 71.7%-18.5pp | 70.2%-17.0pp |
| Annual return | 23.23% | 24.17%-0.9pp | 1709.29%-1686.1pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,670 | $1,488+12.3% | $4,092-59.2% | $2,177-23.3% |
| Participant deferral / active EE | $3,089 | $2,545+21.4% | $3,603-14.3% | $3,514-12.1% |
| Admin fee / account holder | $9 | $453-98.1% | $5,463-99.8% | $847-99.0% |