Filed September 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $5,918 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,711 | $93,182-39.1% | $146,685-61.3% | $79,393-28.6% |
| Participation rate | 78.4% | 76.4%+2.0pp | 80.1%-1.7pp | 70.7%+7.7pp |
| Annual return | 14.27% | 21.61%-7.3pp | 22.75%-8.5pp | 116.87%-102.6pp |
| Employer contribution / active EE | $1,624 | $2,420-32.9% | $4,137-60.7% | $2,428-33.1% |
| Participant deferral / active EE | $3,529 | $4,169-15.4% | $5,507-35.9% | $4,046-12.8% |
| Admin fee / account holder | $44 | $585-92.5% | $10,281-99.6% | $627-93.0% |