Filed April 20, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $150,253 |
OSWALD FINANCIAL, INC.1 year Filed as: OSWALD FINANCIAL Service code 26 · EIN 47-1411118 | Advisory (Participants) | $40,537 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $24,404 |
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 | $36,980 | $67,512-45.2% | $185,851-80.1% | $93,010-60.2% |
| Participation rate | 96.1% | 67.1%+29.0pp | 81.7%+14.4pp | 73.9%+22.2pp |
| Annual return | 16.36% | 21.04%-4.7pp | 122.11%-105.7pp | 158.70%-142.3pp |
| Employer contribution / active EE | $1,814 | $1,783+1.8% | $5,168-64.9% | $2,705-32.9% |
| Participant deferral / active EE | $2,640 | $3,035-13.0% | $5,569-52.6% | $4,561-42.1% |
| Admin fee / account holder | $37 | $318-88.4% | $16,245-99.8% | $152-75.7% |