Filed March 17, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $8,085 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,168 |
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.
Annual investment return 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 | $21,121 | $62,928-66.4% | $172,753-87.8% | $67,582-68.7% |
| Participation rate | 45.4% | 64.5%-19.1pp | 82.6%-37.2pp | 71.3%-25.9pp |
| Annual return | 3.08% | 30.36%-27.3pp | 803.00%-799.9pp | 378.57%-375.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,624 | $2,145-24.3% | $5,198-68.8% | $3,539-54.1% |
| Admin fee / account holder | $65 | $167-61.1% | $13,956-99.5% | $142-54.4% |