Filed January 18, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVC Service code 15 · EIN 16-1503696 | Recordkeeping | $40,332 |
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 | $19,948 | $46,173-56.8% | $170,435-88.3% | $69,631-71.4% |
| Participation rate | 89.5% | 63.9%+25.6pp | 83.6%+5.9pp | 70.7%+18.9pp |
| Annual return | 22.94% | 21.62%+1.3pp | 205.94%-183.0pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $1,126 | $1,610-30.0% | $5,432-79.3% | $2,032-44.6% |
| Participant deferral / active EE | $2,669 | $2,080+28.3% | $4,939-46.0% | $3,224-17.2% |
| Admin fee / account holder | $124 | $116+7.2% | $13,881-99.1% | $110+12.6% |