Filed May 22, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,180 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,576 | $50,464-53.3% | $75,784-68.9% | $52,331-54.9% |
| Participation rate | 57.6% | 66.8%-9.2pp | 75.8%-18.2pp | 68.1%-10.5pp |
| Annual return | 0.30% | 1.03%-0.7pp | 9.68%-9.4pp | 4.54%-4.2pp |
| Employer contribution / active EE | $856 | $1,988-57.0% | $3,323-74.3% | $1,882-54.5% |
| Participant deferral / active EE | $990 | $2,570-61.5% | $3,652-72.9% | $3,022-67.2% |
| Admin fee / account holder | $79 | $1,103-92.8% | $5,300-98.5% | $592-86.6% |