Filed April 20, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $61,901 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $12,335 |
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 | $27,376 | $37,213-26.4% | $156,551-82.5% | $63,975-57.2% |
| Participation rate | 68.0% | 65.0%+3.0pp | 84.0%-16.1pp | 71.1%-3.2pp |
| Annual return | 11.62% | 47.89%-36.3pp | 32.23%-20.6pp | 48.65%-37.0pp |
| Employer contribution / active EE | $1,350 | $1,357-0.5% | $5,501-75.5% | $2,182-38.1% |
| Participant deferral / active EE | $1,621 | $2,070-21.7% | $4,871-66.7% | $3,356-51.7% |
| Admin fee / account holder | $17 | $56-69.0% | $13,028-99.9% | $70-75.2% |