Filed March 17, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,345 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,691 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,198 | $37,196-43.0% | $154,108-86.2% | $55,725-62.0% |
| Participation rate | 41.6% | 64.1%-22.4pp | 83.0%-41.4pp | 70.9%-29.2pp |
| Annual return | 15.40% | 1319.68%-1304.3pp | 735.21%-719.8pp | 244.93%-229.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,681 | $2,068-18.7% | $5,081-66.9% | $3,356-49.9% |
| Admin fee / account holder | $61 | $102-40.2% | $13,411-99.5% | $115-47.3% |