Filed June 2, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEG PARTNERS II, L.P.2+ years Filed as: SEG Service code 34 · EIN 33-0204776 6 HUTTON CENTRE SUITE 860 · SOUTH COAST METRO, CA 92707 | Valuation (appraisals, etc.) | $11,025 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 635 CAMPBELL TECHNOLOGY PARKWAY · CAMPBELL, CA 95008 | Accounting | $8,085 |
CBIZ RETIREMENT PLAN SERVICES2+ years Service code 13 · EIN 31-1582098 4600 SOUTH ULSTER STREET, SUITE 900 · 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 | $588,095 | $63,905+820.3% | $74,184+692.8% | $57,658+920.0% |
| Participation rate | 31.9% | 79.8%-47.8pp | 76.6%-44.7pp | 70.2%-38.3pp |
| Annual return | 7.25% | 60.60%-53.4pp | 17.74%-10.5pp | 5.13%+2.1pp |
| Employer contribution / active EE | $63 | $1,840-96.6% | $2,370-97.3% | $1,974-96.8% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $110 | $91+20.6% | $5,586-98.0% | $95+16.2% |