Filed March 19, 2026 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PSOLVE2+ years Service code 28 · EIN 04-3513306 | Investment Management | $107,222 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $58,445 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 21 · EIN 42-1558009 | Bank Trustee | $21,437 |
REID & RIEGE, P.C.1 year Filed as: REID AND RIEGE PC Service code 29 · EIN 06-0867204 | Legal | $8,424 |
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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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 6.61% | 45.66%-39.1pp | 5.00%+1.6pp | 11.88%-5.3pp |
| Employer contribution / active EE | $47,332 | $9,637+391.2% | $35,918+31.8% | $14,612+223.9% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |