Filed November 10, 2025 (most recent of 3 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 21 · EIN 34-1479833 | Bank Trustee | $75,541 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $70,367 |
HOOKER & HOLCOMBE, INC.5+ years Filed as: HOOKER & HOLCOMBE INVEST. ADVRS,INC Service code 27 · EIN 06-1461865 | Advisory (Plan) | $25,000 |
HOOKER & HOLCOMBE, INC.5+ years Service code 11 · EIN 06-0854693 | Actuarial | $24,295 |
SHIPMAN & GOODWIN LLP5+ years Service code 29 · EIN 06-0640174 | Legal | $15,360 |
WHITTLESEY PC4 years Filed as: WHITTLESEY & HADLEY P.C. Service code 10 · EIN 06-0903326 | Accounting | $14,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 22.99% | 33.70%-10.7pp | 14.64%+8.3pp | 53.27%-30.3pp |
| Employer contribution / active EE | $6,547 | $14,473-54.8% | $41,831-84.3% | $14,774-55.7% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |