Filed April 20, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,304 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,122 |
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 | $23,665 | $37,039-36.1% | $147,617-84.0% | $59,188-60.0% |
| Participation rate | 70.2% | 63.8%+6.5pp | 84.6%-14.4pp | 69.4%+0.8pp |
| Annual return | 1.80% | 7.19%-5.4pp | 61.98%-60.2pp | 5.51%-3.7pp |
| Employer contribution / active EE | $1,371 | $1,353+1.4% | $5,564-75.4% | $2,098-34.6% |
| Participant deferral / active EE | $1,616 | $2,094-22.8% | $4,895-67.0% | $3,265-50.5% |
| Admin fee / account holder | $16 | $60-73.3% | $11,612-99.9% | $92-82.6% |