Filed December 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,350 |
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).
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 | $28,591 | $46,360-38.3% | $147,617-80.6% | $52,331-45.4% |
| Participation rate | 58.5% | 64.9%-6.4pp | 84.6%-26.1pp | 68.1%-9.6pp |
| Annual return | 11.11% | 1.62%+9.5pp | 61.98%-50.9pp | 4.54%+6.6pp |
| Employer contribution / active EE | $1,602 | $2,126-24.7% | $5,564-71.2% | $1,882-14.9% |
| Participant deferral / active EE | $2,711 | $2,258+20.1% | $4,895-44.6% | $3,022-10.3% |
| Admin fee / account holder | $11 | $766-98.5% | $11,612-99.9% | $592-98.1% |