Filed December 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $61,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,605 | $56,540-35.3% | $185,851-80.3% | $86,821-57.8% |
| Participation rate | 62.5% | 65.5%-3.0pp | 81.7%-19.2pp | 72.3%-9.8pp |
| Annual return | 11.88% | 118.20%-106.3pp | 122.11%-110.2pp | 97.94%-86.1pp |
| Employer contribution / active EE | $1,587 | $1,844-14.0% | $5,168-69.3% | $2,406-34.1% |
| Participant deferral / active EE | $2,483 | $2,555-2.8% | $5,569-55.4% | $4,132-39.9% |
| Admin fee / account holder | $201 | $150+34.6% | $16,245-98.8% | $170+18.8% |