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) | $19,421 |
MORNINGSTAR4 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,803 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,172 | $47,180-38.2% | $149,723-80.5% | $74,473-60.8% |
| Participation rate | 79.6% | 63.4%+16.2pp | 78.8%+0.8pp | 70.7%+8.9pp |
| Annual return | 19.87% | 22.75%-2.9pp | 134.50%-114.6pp | 34.36%-14.5pp |
| Employer contribution / active EE | $987 | $1,907-48.3% | $4,821-79.5% | $2,638-62.6% |
| Participant deferral / active EE | $3,491 | $2,730+27.9% | $5,682-38.6% | $4,530-22.9% |
| Admin fee / account holder | $18 | $343-94.8% | $13,215-99.9% | $347-94.9% |