Filed December 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $14,428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,982 | $62,686-92.1% | $178,540-97.2% | $77,736-93.6% |
| Participation rate | 57.0% | 66.9%-9.9pp | 77.1%-20.1pp | 70.6%-13.6pp |
| Annual return | 16.44% | 16.16%+0.3pp | 27.15%-10.7pp | 31.26%-14.8pp |
| Employer contribution / active EE | $1,012 | $1,914-47.1% | $3,953-74.4% | $2,728-62.9% |
| Participant deferral / active EE | $1,683 | $4,224-60.2% | $6,281-73.2% | $4,651-63.8% |
| Admin fee / account holder | $22 | $386-94.4% | $10,424-99.8% | $433-95.0% |