Filed November 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $11,149 |
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 | $41,693 | $51,244-18.6% | $80,977-48.5% | $55,167-24.4% |
| Participation rate | 83.9% | 71.7%+12.2pp | 75.8%+8.1pp | 69.0%+14.9pp |
| Annual return | 8.10% | 17.39%-9.3pp | 17.11%-9.0pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,211 | $1,770+24.9% | $3,715-40.5% | $1,963+12.7% |
| Participant deferral / active EE | $6,143 | $4,418+39.1% | $5,696+7.8% | $3,054+101.1% |
| Admin fee / account holder | $59 | $398-85.2% | $5,517-98.9% | $504-88.3% |