Filed February 11, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,795 | $37,196-1.1% | $154,111-76.1% | $55,725-34.0% |
| Participation rate | 53.0% | 64.1%-11.1pp | 83.0%-30.0pp | 70.9%-17.8pp |
| Annual return | -1.56% | 1319.68%-1321.2pp | 735.18%-736.7pp | 244.93%-246.5pp |
| Employer contribution / active EE | $1,132 | $1,614-29.9% | $5,298-78.6% | $2,078-45.5% |
| Participant deferral / active EE | $1,945 | $2,068-5.9% | $5,081-61.7% | $3,356-42.0% |
| Admin fee / account holder | $3 | $102-97.5% | $13,411-100.0% | $115-97.8% |