Filed June 2, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEG PARTNERS II, L.P.1+ years Filed as: SEG Service code 34 · EIN 33-0204776 6 HUTTON CENTRE SUITE 860 · SOUTH COAST METRO, CA 92707 | Valuation (appraisals, etc.) | $10,475 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 635 CAMPBELL TECHNOLOGY PARKWAY · CAMPBELL, CA 95008 | Accounting | $7,665 |
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 13 · EIN 31-1582098 8181 EAST TUFTS AVENUE, SUITE 600 · DENVER, CO 80237 | Contract Administrator | $5,165 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $602,353 | $72,770+727.8% | $67,652+790.4% | $55,191+991.4% |
| Participation rate | 34.8% | 78.8%-44.0pp | 75.7%-40.8pp | 69.2%-34.3pp |
| Annual return | 8.68% | -3.26%+11.9pp | 6625.40%-6616.7pp | 10.78%-2.1pp |
| Employer contribution / active EE | $61 | $1,769-96.6% | $2,266-97.3% | $1,899-96.8% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $104 | $79+32.0% | $4,821-97.8% | $91+14.6% |