Filed April 22, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $720,008 |
Annual investment return 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.
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 | $22,702 | $106,520-78.7% | $453,569-95.0% | $106,520-78.7% |
| Participation rate | 74.2% | 71.3%+2.9pp | 78.0%-3.8pp | 71.3%+2.9pp |
| Annual return | 10.87% | 19.28%-8.4pp | 64.43%-53.6pp | 19.28%-8.4pp |
| Employer contribution / active EE | $648 | $2,840-77.2% | $4,072-84.1% | $2,840-77.2% |
| Participant deferral / active EE | $1,651 | $4,948-66.6% | $6,211-73.4% | $4,948-66.6% |
| Admin fee / account holder | $51 | $75-32.1% | $11,214-99.5% | $75-32.1% |