Filed June 10, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,511 | $28,109+26.3% | $71,086-50.0% | $56,287-36.9% |
| Participation rate | 50.8% | 40.4%+10.4pp | 54.7%-3.8pp | 69.9%-19.0pp |
| Annual return | -5.23% | -615.05%+609.8pp | 650.59%-655.8pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,132 | $558+102.9% | $1,088+4.0% | $2,111-46.4% |
| Participant deferral / active EE | $2,289 | $1,116+105.1% | $1,874+22.1% | $3,350-31.7% |
| Admin fee / account holder | $6 | $585-99.0% | $3,082-99.8% | $521-98.8% |