Filed July 15, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $210,248 |
Filed as: PINNACLE PENSION CONSULTANTS, LLC Service code 16 1492 HIGHLAND AVE · NEEDHAM, MA 02492 | Consulting | $36,000 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANDERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $18,500 |
SULLIVAN & WORCESTER LLP1 year Filed as: SULLIVAN AND WORCESTER, LLP Service code 14 PO BOX 842482 · BOSTON, MA 02284 | Plan Administrator | $10,565 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $1,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $111,457 | $60,396+84.5% | $83,850+32.9% | $75,289+48.0% |
| Participation rate | 65.7% | 80.7%-15.0pp | 76.1%-10.4pp | 72.4%-6.7pp |
| Annual return | -4.97% | 3.84%-8.8pp | 850.92%-855.9pp | -0.04%-4.9pp |
| Employer contribution / active EE | $1,714 | $3,343-48.7% | $3,631-52.8% | $2,405-28.8% |
| Participant deferral / active EE | $6,865 | $2,922+134.9% | $4,082+68.2% | $3,739+83.6% |
| Admin fee / account holder | $104 | $141-26.7% | $5,478-98.1% | $102+1.2% |