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) | $14,361 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,294 | $56,540-39.3% | $185,851-81.5% | $86,821-60.5% |
| Participation rate | 70.0% | 65.5%+4.5pp | 81.7%-11.7pp | 72.3%-2.3pp |
| Annual return | 15.46% | 118.20%-102.7pp | 122.11%-106.6pp | 97.94%-82.5pp |
| Employer contribution / active EE | $1,769 | $1,844-4.1% | $5,168-65.8% | $2,406-26.5% |
| Participant deferral / active EE | $3,078 | $2,555+20.5% | $5,569-44.7% | $4,132-25.5% |
| Admin fee / account holder | $12 | $150-91.9% | $16,245-99.9% | $170-92.8% |