Filed December 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,886 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,975 | $47,977-39.6% | $154,108-81.2% | $56,289-48.5% |
| Participation rate | 49.6% | 66.2%-16.6pp | 83.0%-33.4pp | 69.9%-20.3pp |
| Annual return | -6.28% | 3.54%-9.8pp | 735.21%-741.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,262 | $2,169-41.8% | $5,298-76.2% | $2,111-40.2% |
| Participant deferral / active EE | $2,358 | $2,392-1.4% | $5,081-53.6% | $3,350-29.6% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.6% |