Filed June 18, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Float r... | $3,250 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,107 | $37,884-78.6% | $79,464-89.8% | $75,289-89.2% |
| Participation rate | 37.4% | 65.0%-27.6pp | 73.3%-35.9pp | 72.4%-35.0pp |
| Annual return | -4.92% | 1.06%-6.0pp | 718.14%-723.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,800-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $278 | $2,569-89.2% | $3,704-92.5% | $3,739-92.6% |
| Admin fee / account holder | $3 | $77-96.1% | $5,113-99.9% | $102-97.1% |