Filed December 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROCYON PARTNERS LLC Service code 27 · EIN 82-1597862 | Advisory (Plan) | $46,204 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,866 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $18,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,074 | $31,741+4.2% | $56,033-41.0% | $199,960-83.5% |
| Participation rate | 17.1% | 32.3%-15.3pp | 52.5%-35.4pp | 72.0%-54.9pp |
| Annual return | 28.73% | 14.72%+14.0pp | 1711.38%-1682.6pp | 34.28%-5.5pp |
| Employer contribution / active EE | $608 | $508+19.9% | $1,041-41.6% | $3,036-80.0% |
| Participant deferral / active EE | $1,219 | $1,184+3.0% | $1,954-37.6% | $5,087-76.0% |
| Admin fee / account holder | $221 | $426-48.2% | $2,827-92.2% | $269-18.0% |