Filed December 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,070 |
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 | $32,999 | $55,453-40.5% | $170,435-80.6% | $62,293-47.0% |
| Participation rate | 52.5% | 66.4%-13.9pp | 83.6%-31.1pp | 69.5%-17.0pp |
| Annual return | 15.65% | 21.38%-5.7pp | 205.94%-190.3pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,258 | $2,164-41.8% | $5,432-76.8% | $2,042-38.4% |
| Participant deferral / active EE | $2,348 | $2,303+2.0% | $4,939-52.5% | $3,169-25.9% |
| Admin fee / account holder | $9 | $455-98.1% | $13,881-99.9% | $479-98.2% |