Filed September 30, 2025
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $328 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,254 | $65,376-46.1% | $87,102-59.5% | $65,185-45.9% |
| Participation rate | 74.8% | 75.3%-0.6pp | 76.9%-2.1pp | 70.2%+4.6pp |
| Annual return | 156.34% | 31.27%+125.1pp | 28.19%+128.1pp | 29.38%+127.0pp |
| Employer contribution / active EE | $41 | $1,822-97.8% | $2,521-98.4% | $2,177-98.1% |
| Participant deferral / active EE | $1,601 | $3,388-52.7% | $4,048-60.4% | $3,514-54.4% |
| Admin fee / account holder | $60 | $520-88.6% | $7,491-99.2% | $847-93.0% |