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 | $1,134 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,053 | $52,884-54.5% | $84,753-71.6% | $55,167-56.4% |
| Participation rate | 69.2% | 67.5%+1.7pp | 76.6%-7.4pp | 69.0%+0.2pp |
| Annual return | 4.85% | 18.03%-13.2pp | 22.78%-17.9pp | 169.23%-164.4pp |
| Employer contribution / active EE | $2,597 | $2,233+16.3% | $3,574-27.4% | $1,963+32.3% |
| Participant deferral / active EE | $1,071 | $2,644-59.5% | $3,712-71.1% | $3,054-64.9% |
| Admin fee / account holder | $73 | $581-87.4% | $5,333-98.6% | $504-85.4% |