Filed October 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,093 |
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 | $80,065 | $47,898+67.2% | $117,533-31.9% | $64,819+23.5% |
| Participation rate | 21.1% | 61.9%-40.8pp | 70.6%-49.5pp | 71.5%-50.4pp |
| Annual return | -17.37% | -15.54%-1.8pp | 29.77%-47.1pp | 32.84%-50.2pp |
| Employer contribution / active EE | $646 | $1,774-63.6% | $4,179-84.5% | $2,507-74.2% |
| Participant deferral / active EE | $1,235 | $3,151-60.8% | $4,072-69.7% | $4,311-71.4% |
| Admin fee / account holder | $3 | $132-97.8% | $5,647-99.9% | $188-98.4% |