Filed January 18, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,410 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,999 |
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 | $31,298 | $52,293-40.1% | $178,503-82.5% | $73,412-57.4% |
| Participation rate | 95.3% | 65.3%+30.0pp | 81.9%+13.4pp | 72.2%+23.1pp |
| Annual return | 20.02% | 34.75%-14.7pp | 151.12%-131.1pp | 59.30%-39.3pp |
| Employer contribution / active EE | $2,324 | $1,736+33.9% | $5,011-53.6% | $2,234+4.0% |
| Participant deferral / active EE | $4,111 | $2,333+76.2% | $5,202-21.0% | $3,806+8.0% |
| Admin fee / account holder | $18 | $127-85.6% | $13,987-99.9% | $158-88.4% |