Filed December 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,224 | $46,732-35.3% | $156,551-80.7% | $55,167-45.2% |
| Participation rate | 50.0% | 65.8%-15.8pp | 84.0%-34.0pp | 69.0%-19.0pp |
| Annual return | 7.69% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $947 | $2,105-55.0% | $5,501-82.8% | $1,963-51.7% |
| Participant deferral / active EE | $2,259 | $2,204+2.5% | $4,871-53.6% | $3,054-26.0% |
| Admin fee / account holder | $11 | $418-97.3% | $13,028-99.9% | $504-97.8% |