Filed February 23, 2026
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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP2+ years Filed as: BDO SIEDMAN, LLP Service code 13 · EIN 13-5381590 | Contract Administrator | $15,864 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $13,951 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 95-4724815 | Contract Administrator | $13,000 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 13 · EIN 20-3247391 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,097 | $37,044+32.5% | $71,796-31.6% | $57,658-14.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 70.2%+29.8pp |
| Annual return | 6.90% | 12.64%-5.7pp | 78.04%-71.1pp | 5.13%+1.8pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,570 | $1,974+80.9% | $2,794+27.8% | $3,061+16.7% |
| Admin fee / account holder | $9 | $101-91.2% | $4,815-99.8% | $95-90.6% |