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 | $40,525 |
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 | $6,158 | $52,660-88.3% | $86,612-92.9% | $80,160-92.3% |
| Participation rate | 72.5% | 62.4%+10.1pp | 71.7%+0.8pp | 72.9%-0.4pp |
| Annual return | 16.00% | 24.87%-8.9pp | 591.07%-575.1pp | 40.38%-24.4pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,022-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $473 | $3,215-85.3% | $4,438-89.3% | $5,017-90.6% |
| Admin fee / account holder | $20 | $113-82.1% | $5,614-99.6% | $145-86.1% |