Filed November 10, 2025 (most recent of 3 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC5 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $165,000 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $98,253 |
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $40,000 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -25.73% | 38.53%-64.3pp | -3.21%-22.5pp | 2.78%-28.5pp |
| Employer contribution / active EE | $12,433 | $14,659-15.2% | $46,051-73.0% | $15,276-18.6% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |