Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $156,890 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $23,164 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,113 | $70,115-91.3% | $70,589-91.3% | $80,187-92.4% |
| Participation rate | 99.2% | 71.7%+27.6pp | 68.4%+30.9pp | 72.9%+26.3pp |
| Annual return | 19.59% | 134.51%-114.9pp | 32.80%-13.2pp | 40.40%-20.8pp |
| Employer contribution / active EE | $506 | $3,021-83.3% | $2,977-83.0% | $2,980-83.0% |
| Participant deferral / active EE | $1,097 | $4,495-75.6% | $4,569-76.0% | $5,016-78.1% |
| Admin fee / account holder | $31 | $112-72.5% | $6,430-99.5% | $145-78.7% |