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 | $34,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,039 | $46,332-43.8% | $143,797-81.9% | $64,824-59.8% |
| Participation rate | 65.5% | 64.2%+1.3pp | 80.3%-14.8pp | 71.5%-6.0pp |
| Annual return | -10.92% | -10.05%-0.9pp | -0.04%-10.9pp | 32.84%-43.8pp |
| Employer contribution / active EE | $792 | $1,911-58.6% | $4,952-84.0% | $2,507-68.4% |
| Participant deferral / active EE | $2,671 | $2,647+0.9% | $5,638-52.6% | $4,311-38.0% |
| Admin fee / account holder | $39 | $154-74.9% | $14,679-99.7% | $188-79.5% |