Filed September 16, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRG ADVISORS, INC.1 year Filed as: TRG ADVISORS, INC Service code 16 8470 ENTERPRISE CIR · LAKEWOOD RANCH, FL 34202 | Consulting | $42,595 |
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $24,247 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,902 | $50,815+45.4% | $155,509-52.5% | $77,643-4.8% |
| Participation rate | 84.5% | 63.1%+21.4pp | 78.2%+6.3pp | 70.6%+13.9pp |
| Annual return | 12.16% | 34.80%-22.6pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,579 | $1,993-20.8% | $4,672-66.2% | $2,726-42.1% |
| Participant deferral / active EE | $4,630 | $2,822+64.1% | $5,626-17.7% | $4,647-0.4% |
| Admin fee / account holder | $87 | $437-80.2% | $15,912-99.5% | $430-79.9% |