Filed December 17, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $88,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,625 | $45,000-16.4% | $143,788-73.8% | $77,906-51.7% |
| Participation rate | 26.6% | 66.8%-40.2pp | 80.3%-53.7pp | 73.7%-47.1pp |
| Annual return | -14.32% | 29.03%-43.3pp | -0.03%-14.3pp | 12.16%-26.5pp |
| Employer contribution / active EE | $583 | $1,870-68.8% | $4,952-88.2% | $2,846-79.5% |
| Participant deferral / active EE | $1,134 | $3,157-64.1% | $5,638-79.9% | $4,805-76.4% |
| Admin fee / account holder | $6 | $98-94.4% | $14,675-100.0% | $133-95.8% |