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 | $20,171 |
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 | $17,895 | $36,916-51.5% | $156,551-88.6% | $57,658-69.0% |
| Participation rate | 49.1% | 63.4%-14.3pp | 84.0%-34.9pp | 70.2%-21.1pp |
| Annual return | 8.58% | 12.38%-3.8pp | 32.23%-23.6pp | 5.13%+3.4pp |
| Employer contribution / active EE | $791 | $1,571-49.6% | $5,501-85.6% | $1,974-59.9% |
| Participant deferral / active EE | $1,343 | $1,926-30.3% | $4,871-72.4% | $3,061-56.1% |
| Admin fee / account holder | $31 | $82-62.6% | $13,028-99.8% | $95-67.4% |