Filed January 16, 2026 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,698 | $74,089+60.2% | $133,975-11.4% | $55,167+115.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | -0.97% | 12.11%-13.1pp | 29.29%-30.3pp | 169.23%-170.2pp |
| Employer contribution / active EE | $9,506 | $3,064+210.3% | $5,211+82.4% | $1,963+384.4% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $4 | $458-99.1% | $9,324-100.0% | $504-99.1% |