Filed March 17, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $9,502 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,359 |
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 | $19,375 | $52,293-62.9% | $178,503-89.1% | $73,412-73.6% |
| Participation rate | 43.9% | 65.3%-21.5pp | 81.9%-38.1pp | 72.2%-28.3pp |
| Annual return | -9.96% | 34.75%-44.7pp | 151.12%-161.1pp | 59.30%-69.3pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,684 | $2,333-27.8% | $5,202-67.6% | $3,806-55.7% |
| Admin fee / account holder | $66 | $127-47.8% | $13,987-99.5% | $158-57.9% |