Filed June 18, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $34,665 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,994 | $47,634-85.3% | $90,404-92.3% | $90,288-92.3% |
| Participation rate | 42.9% | 67.5%-24.6pp | 72.7%-29.8pp | 73.4%-30.5pp |
| Annual return | 16.75% | 19.61%-2.9pp | 1293.02%-1276.3pp | 53.97%-37.2pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $369 | $2,824-86.9% | $3,963-90.7% | $4,232-91.3% |
| Admin fee / account holder | $20 | $106-80.9% | $5,611-99.6% | $114-82.3% |