Filed January 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $28,463 |
Service code 10 · EIN 32-0169227 | Accounting | $22,488 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 10 · EIN 48-0890241 | Accounting | $11,075 |
HUTCHINS & HAAKE LLC2+ years Service code 10 · EIN 20-1950909 | Accounting | $5,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,356 | $42,546+34.8% | $71,796-20.1% | $55,167+4.0% |
| Participation rate | 85.4% | 59.1%+26.3pp | 69.1%+16.3pp | 69.0%+16.4pp |
| Annual return | 8.86% | 12.36%-3.5pp | 78.04%-69.2pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,389 | $803+72.9% | $1,924-27.8% | $1,963-29.2% |
| Participant deferral / active EE | $4,196 | $2,064+103.3% | $2,794+50.2% | $3,054+37.4% |
| Admin fee / account holder | $352 | $650-45.8% | $4,815-92.7% | $504-30.2% |