Filed April 10, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,218 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,615 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $9,409 |
SMITH, GAMBRELL & RUSSELL, LLP2+ years Filed as: VESTAL AND WILER Service code 10 · EIN 59-3198021 | Accounting | $8,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,125 | $42,546-5.7% | $71,796-44.1% | $55,167-27.3% |
| Participation rate | 51.9% | 59.1%-7.2pp | 69.1%-17.2pp | 69.0%-17.0pp |
| Annual return | 6.09% | 12.36%-6.3pp | 78.04%-72.0pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,380 | $2,064-33.2% | $2,794-50.6% | $3,054-54.8% |
| Admin fee / account holder | $389 | $650-40.1% | $4,815-91.9% | $504-22.8% |