Filed November 26, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 43-1451524 11101 SWITZER RD STE 200 · OVERLAND PARK, CA 662103666 | Advisory (Participants) | $17,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,402 | $44,626-56.5% | $86,209-77.5% | $80,149-75.8% |
| Participation rate | 23.8% | 63.5%-39.7pp | 69.0%-45.1pp | 72.9%-49.1pp |
| Annual return | 56.24% | 19.61%+36.6pp | 1169.05%-1112.8pp | 40.39%+15.9pp |
| Employer contribution / active EE | $454 | $1,099-58.7% | $2,381-80.9% | $2,977-84.7% |
| Participant deferral / active EE | $1,679 | $2,769-39.4% | $3,986-57.9% | $5,015-66.5% |
| Admin fee / account holder | $82 | $133-38.4% | $6,853-98.8% | $145-43.4% |