Filed February 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2 years Service code 15 · EIN 37-0899315 | Recordkeeping | $13,237 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $6,066 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHALRES SCHWAB & CO., INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $128,053 | $51,466+148.8% | $78,778+62.5% | $62,293+105.6% |
| Participation rate | 63.5% | 59.8%+3.7pp | 69.2%-5.7pp | 69.5%-6.0pp |
| Annual return | 19.23% | 19.96%-0.7pp | 35.62%-16.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $962 | $827+16.3% | $1,986-51.5% | $2,042-52.9% |
| Participant deferral / active EE | $2,742 | $2,147+27.7% | $2,958-7.3% | $3,169-13.5% |
| Admin fee / account holder | $15 | $489-96.8% | $5,134-99.7% | $479-96.8% |