Filed October 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CHERRY BEKAERT LLP4 years Service code 99 · EIN 54-0838558 | Other Fees | $5,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,266 | $52,670-4.6% | $90,404-44.4% | $73,409-31.5% |
| Participation rate | 61.6% | 67.7%-6.1pp | 72.7%-11.1pp | 72.2%-10.6pp |
| Annual return | 12.95% | 20.70%-7.7pp | 1293.02%-1280.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $1,348 | $1,872-27.9% | $3,262-58.7% | $2,234-39.6% |
| Participant deferral / active EE | $2,339 | $2,807-16.7% | $3,963-41.0% | $3,805-38.5% |
| Admin fee / account holder | $86 | $117-26.6% | $5,611-98.5% | $158-45.7% |