Filed October 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $73,218 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $194,916 | $74,089+163.1% | $133,975+45.5% | $55,167+253.3% |
| Participation rate | 98.3% | 84.3%+14.0pp | 87.1%+11.3pp | 69.0%+29.3pp |
| Annual return | 20.21% | 12.11%+8.1pp | 29.29%-9.1pp | 169.23%-149.0pp |
| Employer contribution / active EE | $5,467 | $3,064+78.5% | $5,211+4.9% | $1,963+178.6% |
| Participant deferral / active EE | $6,982 | $4,678+49.3% | $6,282+11.2% | $3,054+128.6% |
| Admin fee / account holder | $347 | $458-24.3% | $9,324-96.3% | $504-31.2% |