Filed January 16, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 04-2647786 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,213 | $79,523+90.2% | $140,016+8.0% | $56,287+168.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 12.38% | 2.39%+10.0pp | 651.12%-638.7pp | -9.96%+22.3pp |
| Employer contribution / active EE | $10,358 | $3,350+209.2% | $5,606+84.8% | $2,111+390.7% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $22 | $614-96.4% | $10,705-99.8% | $521-95.8% |