Filed October 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,520 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,747 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,168 | $86,225-56.9% | $146,647-74.7% | $86,821-57.2% |
| Participation rate | 42.6% | 78.0%-35.4pp | 80.1%-37.5pp | 72.3%-29.7pp |
| Annual return | 17.34% | 31.23%-13.9pp | 22.75%-5.4pp | 97.94%-80.6pp |
| Employer contribution / active EE | $969 | $2,392-59.5% | $4,137-76.6% | $2,406-59.7% |
| Participant deferral / active EE | $1,193 | $4,245-71.9% | $5,506-78.3% | $4,132-71.1% |
| Admin fee / account holder | $275 | $195+40.8% | $10,281-97.3% | $170+62.2% |