Filed April 20, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $79,447 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $15,887 |
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 | $31,980 | $44,989-28.9% | $170,435-81.2% | $77,958-59.0% |
| Participation rate | 67.2% | 64.6%+2.6pp | 83.6%-16.4pp | 71.6%-4.5pp |
| Annual return | 21.36% | 19.61%+1.8pp | 205.94%-184.6pp | 20.87%+0.5pp |
| Employer contribution / active EE | $1,424 | $1,466-2.9% | $5,432-73.8% | $2,310-38.4% |
| Participant deferral / active EE | $1,774 | $2,208-19.6% | $4,939-64.1% | $3,537-49.8% |
| Admin fee / account holder | $19 | $69-72.2% | $13,881-99.9% | $97-80.3% |