Filed August 6, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KERBER ROSE SC1 year Service code 10 · EIN 39-1658423 | Accounting | $6,424 |
CLIFTONLARSONALLEN LLP1 year Service code 15 · EIN 41-0746749 | Recordkeeping | $5,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,641 | $121,341+20.0% | $189,513-23.1% | $79,386+83.5% |
| Participation rate | 97.6% | 86.1%+11.5pp | 87.8%+9.8pp | 70.7%+26.9pp |
| Annual return | 13.57% | 21.08%-7.5pp | 555.15%-541.6pp | 116.85%-103.3pp |
| Employer contribution / active EE | $5,781 | $3,915+47.7% | $6,162-6.2% | $2,427+138.1% |
| Participant deferral / active EE | $5,960 | $6,395-6.8% | $8,221-27.5% | $4,046+47.3% |
| Admin fee / account holder | $83 | $651-87.3% | $12,045-99.3% | $626-86.8% |