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 | $46,225 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,203 | $52,626-78.7% | $98,477-88.6% | $93,010-88.0% |
| Participation rate | 42.9% | 65.3%-22.4pp | 73.3%-30.4pp | 73.9%-31.0pp |
| Annual return | 14.90% | 16.95%-2.0pp | 1493.59%-1478.7pp | 158.70%-143.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,961-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $433 | $2,907-85.1% | $4,276-89.9% | $4,561-90.5% |
| Admin fee / account holder | $37 | $102-63.4% | $5,951-99.4% | $152-75.4% |