Filed December 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,777 |
Service code 37 · EIN 04-2647786 | Loan Processing | $669 |
Employer 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 | $146,961 | $62,672+134.5% | $185,117-20.6% | $70,126+109.6% |
| Participation rate | 71.4% | 63.8%+7.7pp | 77.3%-5.8pp | 69.5%+1.9pp |
| Annual return | 24.02% | 40.79%-16.8pp | 40.50%-16.5pp | 73.15%-49.1pp |
| Employer contribution / active EE | $210 | $1,753-88.0% | $4,182-95.0% | $2,343-91.1% |
| Participant deferral / active EE | $7,304 | $3,272+123.2% | $5,045+44.8% | $3,332+119.2% |
| Admin fee / account holder | $303 | $3,932-92.3% | $8,159-96.3% | $4,645-93.5% |