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 | $31,507 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,603 | $47,180-43.6% | $149,723-82.2% | $74,473-64.3% |
| Participation rate | 71.5% | 63.4%+8.1pp | 78.8%-7.2pp | 70.7%+0.8pp |
| Annual return | 12.09% | 22.75%-10.7pp | 134.50%-122.4pp | 34.36%-22.3pp |
| Employer contribution / active EE | $1,218 | $1,907-36.1% | $4,821-74.7% | $2,638-53.8% |
| Participant deferral / active EE | $2,761 | $2,730+1.1% | $5,682-51.4% | $4,530-39.0% |
| Admin fee / account holder | $30 | $343-91.2% | $13,215-99.8% | $347-91.3% |