Filed August 6, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $56,711 |
RICHEY MAY & CO LLP1+ years Filed as: RICHEY MAY & CO. Service code 10 · EIN 71-0911208 | Accounting | $9,467 |
SII INVESTMENTS INC1+ years Service code 55 · EIN 39-1099262 | Other Commissions | $5,439 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,118 | $75,760-76.1% | $123,105-85.3% | $59,188-69.4% |
| Participation rate | 82.3% | 86.0%-3.8pp | 86.8%-4.5pp | 69.4%+12.9pp |
| Annual return | 9.41% | 2.93%+6.5pp | 13.22%-3.8pp | 5.51%+3.9pp |
| Employer contribution / active EE | $1,125 | $3,415-67.1% | $5,151-78.2% | $2,098-46.4% |
| Participant deferral / active EE | $4,146 | $5,000-17.1% | $6,229-33.4% | $3,265+27.0% |
| Admin fee / account holder | $26 | $61-56.5% | $9,014-99.7% | $92-71.4% |