Filed January 2, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KP LYNCH CPA PC1 year Filed as: M LYNCH, PIERCE, FENNER, AND SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $361,644 |
CURCIO WEBB6 years Service code 16 · EIN 36-4171366 | Consulting | $101,730 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $48,517 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 16 · EIN 27-2037969 | Consulting | $16,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,864 | $153,784+61.8% | $105,608+135.6% | $99,269+150.7% |
| Participation rate | 74.8% | 92.3%-17.5pp | 75.3%-0.5pp | 71.7%+3.1pp |
| Annual return | 12.68% | 14.98%-2.3pp | 116.50%-103.8pp | 17.66%-5.0pp |
| Employer contribution / active EE | $7,875 | $5,293+48.8% | $3,167+148.7% | $3,265+141.2% |
| Participant deferral / active EE | $9,136 | $8,286+10.3% | $5,010+82.4% | $5,344+71.0% |
| Admin fee / account holder | $72 | $77-7.5% | $11,028-99.4% | $109-34.4% |