Filed March 27, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 | Sub-transfer agency fees; Claims proc... | $4,463 |
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.
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 | $48,265 | $46,732+3.3% | $156,551-69.2% | $55,167-12.5% |
| Participation rate | 18.5% | 65.8%-47.3pp | 84.0%-65.5pp | 69.0%-50.5pp |
| Annual return | 7.29% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $313 | $2,105-85.1% | $5,501-94.3% | $1,963-84.0% |
| Participant deferral / active EE | $626 | $2,204-71.6% | $4,871-87.1% | $3,054-79.5% |
| Admin fee / account holder | $3 | $418-99.3% | $13,028-100.0% | $504-99.4% |