Filed September 17, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,285 | $46,966-56.8% | $185,117-89.0% | $69,631-70.9% |
| Participation rate | 18.6% | 65.3%-46.7pp | 77.3%-58.7pp | 70.7%-52.1pp |
| Annual return | 15.27% | 22.36%-7.1pp | 40.50%-25.2pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $818 | $3,017-72.9% | $5,045-83.8% | $3,224-74.6% |
| Admin fee / account holder | $9 | $94-90.1% | $8,159-99.9% | $110-91.6% |