Filed March 10, 2026 (most recent of 2 filings on file)
Total covered: 42 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERIT BENEFITS GROUP, INC.1+ years Service code 14 · EIN 36-4013756 | Plan Administrator | $8,103 |
BKD, LLP1+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $5,822 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,510 | $50,464+134.8% | $75,784+56.4% | $52,331+126.5% |
| Participation rate | 80.4% | 66.8%+13.7pp | 75.8%+4.6pp | 68.1%+12.3pp |
| Annual return | 12.06% | 1.03%+11.0pp | 9.68%+2.4pp | 4.54%+7.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $11 | $1,103-99.0% | $5,300-99.8% | $592-98.2% |