Filed March 17, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,081 | $46,173-63.0% | $170,435-90.0% | $69,631-75.5% |
| Participation rate | 39.4% | 63.9%-24.5pp | 83.6%-44.2pp | 70.7%-31.3pp |
| Annual return | 15.03% | 21.62%-6.6pp | 205.94%-190.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,479 | $2,080-28.9% | $4,939-70.1% | $3,224-54.1% |
| Admin fee / account holder | $37 | $116-67.9% | $13,881-99.7% | $110-66.3% |