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) | $45,067 |
Service code 10 · EIN 32-0169227 | Accounting | $32,212 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 10 · EIN 48-0890241 | Accounting | $23,404 |
HUTCHINS & HAAKE LLC9+ years Service code 10 · EIN 20-1950909 | Accounting | $9,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,004 | $54,701+17.0% | $86,188-25.7% | $71,457-10.4% |
| Participation rate | 95.6% | 60.1%+35.5pp | 69.0%+26.7pp | 67.9%+27.7pp |
| Annual return | 16.65% | 20.06%-3.4pp | 1168.45%-1151.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,848 | $1,265+46.1% | $2,380-22.4% | $2,588-28.6% |
| Participant deferral / active EE | $6,906 | $3,108+122.2% | $3,985+73.3% | $4,289+61.0% |
| Admin fee / account holder | $354 | $1,922-81.6% | $6,852-94.8% | $1,587-77.7% |