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 | $30,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,781 | $62,928-59.0% | $172,753-85.1% | $67,582-61.9% |
| Participation rate | 64.8% | 64.5%+0.3pp | 82.6%-17.9pp | 71.3%-6.5pp |
| Annual return | 28.37% | 30.36%-2.0pp | 803.00%-774.6pp | 378.57%-350.2pp |
| Employer contribution / active EE | $1,169 | $1,636-28.6% | $5,144-77.3% | $2,148-45.6% |
| Participant deferral / active EE | $2,196 | $2,145+2.4% | $5,198-57.8% | $3,539-38.0% |
| Admin fee / account holder | $36 | $167-78.4% | $13,956-99.7% | $142-74.7% |