Filed May 6, 2025 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-0230590 | Recordkeeping | $16,075 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,129 | $109,359-72.4% | $162,185-81.4% | $72,976-58.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.95% | 25.46%+0.5pp | 115.61%-89.7pp | 81.02%-55.1pp |
| Employer contribution / active EE | $1,881 | $3,907-51.9% | $5,613-66.5% | $2,440-22.9% |
| Participant deferral / active EE | $3,166 | $5,481-42.2% | $7,297-56.6% | $3,608-12.2% |
| Admin fee / account holder | $135 | $7,972-98.3% | $10,844-98.8% | $5,124-97.4% |