Filed November 10, 2025 (most recent of 3 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC4 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $195,511 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $72,765 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $24,750 |
HOOKER & HOLCOMBE, INC.7+ years Filed as: HOOKER & HOLCOMBE INVEST. ADVRS,INC Service code 27 · EIN 06-1461865 | Advisory (Plan) | $13,750 |
WHITTLESEY PC2 years Service code 10 · EIN 06-0903326 | Accounting | $12,500 |
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Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 3.49% | 11.84%-8.3pp | 8.95%-5.5pp | 13.24%-9.7pp |
| Employer contribution / active EE | $9,910 | $12,426-20.2% | $46,559-78.7% | $14,616-32.2% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |