Filed May 21, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $82,708 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $27,224 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,081 | $47,163-51.1% | $149,696-84.6% | $74,460-69.0% |
| Participation rate | 90.1% | 63.4%+26.7pp | 78.8%+11.3pp | 70.7%+19.4pp |
| Annual return | 20.18% | 22.75%-2.6pp | 134.46%-114.3pp | 34.38%-14.2pp |
| Employer contribution / active EE | $971 | $1,907-49.1% | $4,821-79.9% | $2,638-63.2% |
| Participant deferral / active EE | $1,620 | $2,730-40.7% | $5,682-71.5% | $4,530-64.2% |
| Admin fee / account holder | $144 | $343-57.9% | $13,212-98.9% | $348-58.5% |