Filed January 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $41,064 |
Service code 10 · EIN 32-0169227 | Accounting | $29,845 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 10 · EIN 48-0890241 | Accounting | $13,208 |
HUTCHINS & HAAKE LLC6+ years Service code 10 · EIN 20-1950909 | Accounting | $7,500 |
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 | $80,819 | $54,573+48.1% | $90,970-11.2% | $73,497+10.0% |
| Participation rate | 82.4% | 61.2%+21.2pp | 69.0%+13.4pp | 70.7%+11.7pp |
| Annual return | 13.67% | 16.69%-3.0pp | 134.60%-120.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,690 | $991+70.4% | $2,122-20.4% | $2,270-25.6% |
| Participant deferral / active EE | $6,078 | $2,517+141.5% | $3,373+80.2% | $3,740+62.5% |
| Admin fee / account holder | $392 | $521-24.8% | $5,961-93.4% | $513-23.6% |