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 | $36,494 |
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 | $6,756 | $43,113-84.3% | $82,719-91.8% | $77,904-91.3% |
| Participation rate | 61.3% | 63.8%-2.6pp | 72.6%-11.3pp | 73.7%-12.4pp |
| Annual return | -15.09% | 2.60%-17.7pp | 701.18%-716.3pp | 12.21%-27.3pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,009-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $423 | $3,057-86.2% | $4,395-90.4% | $4,806-91.2% |
| Admin fee / account holder | $22 | $102-78.5% | $5,329-99.6% | $133-83.4% |