Filed April 13, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $22,855 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,663 | $53,204-81.8% | $155,556-93.8% | $200,096-95.2% |
| Participation rate | 97.6% | 64.1%+33.5pp | 78.2%+19.4pp | 72.0%+25.6pp |
| Annual return | 20.11% | 41.02%-20.9pp | 64.84%-44.7pp | 34.26%-14.1pp |
| Employer contribution / active EE | $1,478 | $1,850-20.1% | $4,675-68.4% | $3,038-51.3% |
| Participant deferral / active EE | $2,152 | $3,163-32.0% | $5,631-61.8% | $5,090-57.7% |
| Admin fee / account holder | $10 | $186-94.5% | $15,885-99.9% | $269-96.2% |