Filed January 30, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $31,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,316 | $37,117-56.0% | $147,617-88.9% | $55,191-70.4% |
| Participation rate | 47.6% | 63.6%-16.0pp | 84.6%-37.0pp | 69.2%-21.6pp |
| Annual return | 1.83% | 3.44%-1.6pp | 61.98%-60.2pp | 10.78%-8.9pp |
| Employer contribution / active EE | $788 | $1,620-51.4% | $5,564-85.8% | $1,899-58.5% |
| Participant deferral / active EE | $1,311 | $1,985-34.0% | $4,895-73.2% | $3,046-57.0% |
| Admin fee / account holder | $54 | $86-36.8% | $11,612-99.5% | $91-40.5% |