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 | $3,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,734 | $83,045-30.5% | $130,045-55.6% | $71,511-19.3% |
| Participation rate | 67.6% | 74.1%-6.5pp | 78.5%-10.9pp | 67.9%-0.3pp |
| Annual return | 17.45% | 20.61%-3.2pp | -137.30%+154.8pp | 28.86%-11.4pp |
| Employer contribution / active EE | $1,627 | $2,623-38.0% | $4,321-62.4% | $2,589-37.2% |
| Participant deferral / active EE | $3,659 | $4,436-17.5% | $5,820-37.1% | $4,291-14.7% |
| Admin fee / account holder | $30 | $1,727-98.3% | $10,600-99.7% | $1,588-98.1% |