Filed February 17, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 75-1565705 | Other commissions; Securities brokera... | $2,384 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 6.98% | 8.04%-1.1pp | 9.17%-2.2pp | 8.76%-1.8pp |
| Employer contribution / active EE | $635 | $10,583-94.0% | $40,523-98.4% | $16,664-96.2% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |