Filed May 12, 2026 (most recent of 3 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-0230590 | Recordkeeping | $25,777 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,306 | $79,523-26.7% | $140,016-58.4% | $56,287+3.6% |
| Participation rate | 87.3% | 85.7%+1.6pp | 87.5%-0.2pp | 69.9%+17.4pp |
| Annual return | -5.73% | 2.39%-8.1pp | 651.12%-656.8pp | -9.96%+4.2pp |
| Employer contribution / active EE | $5,044 | $3,350+50.6% | $5,606-10.0% | $2,111+138.9% |
| Participant deferral / active EE | $3,453 | $5,129-32.7% | $6,927-50.2% | $3,350+3.1% |
| Admin fee / account holder | $190 | $614-69.1% | $10,705-98.2% | $521-63.6% |