Filed January 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLP Service code 26 · EIN 04-2675571 | Advisory (Participants) | $47,402 |
NORTH AMERICAN KTRADE ALLIANCE, LLC10+ years Service code 10 · EIN 32-0169227 | Accounting | $23,065 |
DEMARS PENSION CONSULTING SERVICES10+ years Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 10 · EIN 48-0890241 | Accounting | $10,374 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $9,346 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,725 | $59,467+59.3% | $93,727+1.1% | $74,478+27.2% |
| Participation rate | 88.6% | 59.6%+29.0pp | 68.7%+19.9pp | 67.2%+21.4pp |
| Annual return | 14.53% | 82.14%-67.6pp | 133.83%-119.3pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,645 | $1,267+29.9% | $2,421-32.1% | $2,626-37.4% |
| Participant deferral / active EE | $6,313 | $3,052+106.9% | $4,417+42.9% | $4,350+45.1% |
| Admin fee / account holder | $365 | $3,028-87.9% | $8,292-95.6% | $1,946-81.2% |