Filed January 29, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Shareholder... | $15,778 |
CROWE LLP1 year Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $13,500 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $553 |
Service code 33 | Securities brokerage commissions and ... | $0 |
Filed as: MID ATLANTIC CAPTIAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $36,224 | $46,173-21.5% | $170,435-78.7% | $69,631-48.0% |
| Participation rate | 74.3% | 63.9%+10.4pp | 83.6%-9.3pp | 70.7%+3.6pp |
| Annual return | 16.42% | 21.62%-5.2pp | 205.94%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $294 | $1,610-81.8% | $5,432-94.6% | $2,032-85.5% |
| Participant deferral / active EE | $2,432 | $2,080+16.9% | $4,939-50.8% | $3,224-24.6% |
| Admin fee / account holder | $49 | $116-57.6% | $13,881-99.6% | $110-55.5% |