Filed November 10, 2025 (most recent of 3 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC1 year Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $114,619 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 21 · EIN 34-1479833 | Bank Trustee | $69,237 |
HOOKER & HOLCOMBE, INC.4+ years Filed as: HOOKER & HOLCOMBE INVEST. ADVRS,INC Service code 27 · EIN 06-1461865 | Advisory (Plan) | $50,000 |
HOOKER & HOLCOMBE, INC.4+ years Service code 11 · EIN 06-0854693 | Actuarial | $31,570 |
SHIPMAN & GOODWIN LLP4+ years Service code 29 · EIN 06-0640174 | Legal | $15,668 |
WHITTLESEY PC3 years Filed as: WHITTLESEY & HADLEY P.C. Service code 10 · EIN 06-0903326 | Accounting | $13,650 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -2.54% | -1.12%-1.4pp | -2.18%-0.4pp | 0.19%-2.7pp |
| Employer contribution / active EE | $0 | $12,052-100.0% | $38,751-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |