Filed September 30, 2025 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SPENCER FANE LLP1+ years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $30,792 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $30,000 |
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 | $125,974 | $67,166+87.6% | $57,357+119.6% | $55,191+128.2% |
| Participation rate | 99.3% | 77.7%+21.6pp | 75.1%+24.2pp | 69.2%+30.1pp |
| Annual return | 1.95% | 4.22%-2.3pp | 24.41%-22.5pp | 10.78%-8.8pp |
| Employer contribution / active EE | $6,672 | $2,812+137.3% | $2,689+148.1% | $1,899+251.4% |
| Participant deferral / active EE | $3,573 | $2,835+26.0% | $3,162+13.0% | $3,046+17.3% |
| Admin fee / account holder | $48 | $44+10.2% | $3,357-98.6% | $91-47.2% |