Filed April 13, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GUIDESPARK2+ years Service code 99 · EIN 26-2229814 | Other Fees | $231,272 |
MERCER2+ years Filed as: MERCER/MMC SECURITIES Service code 27 · EIN 06-1685665 | Advisory (Plan) | $42,140 |
EKS&H LLLP1 year Filed as: EKS&H Service code 10 · EIN 46-1497033 | Accounting | $23,500 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,334 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $15,312 | $38,963-60.7% | $71,793-78.7% | $329,111-95.3% |
| Participation rate | 15.4% | 53.8%-38.4pp | 69.1%-53.7pp | 67.9%-52.5pp |
| Annual return | 9.20% | 9.85%-0.7pp | 78.04%-68.8pp | 16.35%-7.2pp |
| Employer contribution / active EE | $143 | $758-81.1% | $1,924-92.6% | $2,303-93.8% |
| Participant deferral / active EE | $401 | $1,286-68.8% | $2,794-85.7% | $3,682-89.1% |
| Admin fee / account holder | $68 | $50+34.5% | $4,815-98.6% | $754-91.0% |