Filed November 10, 2025 (most recent of 3 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC6 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $175,725 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $78,672 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $57,500 |
MILLIMAN, INC.3 years Service code 11 · EIN 91-0675641 | Actuarial | $31,500 |
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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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 11.87% | 11.26%+0.6pp | 12.68%-0.8pp | 37.77%-25.9pp |
| Employer contribution / active EE | $7,825 | $10,658-26.6% | $41,626-81.2% | $15,798-50.5% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |