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 | $9,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,247 | $46,173-58.3% | $170,435-88.7% | $69,631-72.4% |
| Participation rate | 55.0% | 63.9%-8.9pp | 83.6%-28.6pp | 70.7%-15.7pp |
| Annual return | 11.61% | 21.62%-10.0pp | 205.94%-194.3pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $871 | $1,610-45.9% | $5,432-84.0% | $2,032-57.1% |
| Participant deferral / active EE | $1,533 | $2,080-26.3% | $4,939-69.0% | $3,224-52.4% |
| Admin fee / account holder | $14 | $116-88.3% | $13,881-99.9% | $110-87.7% |