Filed March 17, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $12,814 |
TREE CITY ADVISORS1 year Service code 26 · EIN 47-4292326 | Advisory (Participants) | $6,121 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,280 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,497 | $56,540-44.3% | $185,849-83.1% | $86,821-63.7% |
| Participation rate | 43.3% | 65.5%-22.2pp | 81.7%-38.4pp | 72.3%-29.0pp |
| Annual return | 59.83% | 118.20%-58.4pp | 122.10%-62.3pp | 97.94%-38.1pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,848 | $2,555-27.7% | $5,569-66.8% | $4,132-55.3% |
| Admin fee / account holder | $85 | $150-43.5% | $16,244-99.5% | $170-50.1% |