Filed October 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $23,278 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,109 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,858 | $78,419-54.3% | $133,978-73.2% | $73,412-51.2% |
| Participation rate | 42.7% | 78.6%-35.9pp | 79.8%-37.1pp | 72.2%-29.5pp |
| Annual return | 19.17% | 33.35%-14.2pp | 45.10%-25.9pp | 59.30%-40.1pp |
| Employer contribution / active EE | $916 | $2,044-55.2% | $3,919-76.6% | $2,234-59.0% |
| Participant deferral / active EE | $1,092 | $3,925-72.2% | $5,047-78.4% | $3,806-71.3% |
| Admin fee / account holder | $233 | $161+44.2% | $8,930-97.4% | $158+47.3% |