Filed June 2, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEG PARTNERS II, L.P.4+ years Filed as: SEG Service code 34 · EIN 33-0204776 6 HUTTON CENTRE SUITE 860 · SOUTH COAST METRO, CA 92707 | Valuation (appraisals, etc.) | $11,690 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 635 CAMPBELL TECHNOLOGY PARKWAY · CAMPBELL, CA 95008 | Accounting | $9,000 |
CBIZ RETIREMENT PLAN SERVICES4+ 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 | $657,612 | $65,118+909.9% | $76,767+756.6% | $55,725+1080.1% |
| Participation rate | 25.8% | 79.6%-53.9pp | 77.0%-51.2pp | 70.9%-45.1pp |
| Annual return | 11.47% | -1.27%+12.7pp | 2.43%+9.0pp | 244.93%-233.5pp |
| Employer contribution / active EE | $65 | $1,941-96.7% | $2,485-97.4% | $2,078-96.9% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $125 | $116+7.8% | $6,675-98.1% | $115+8.4% |