Filed January 16, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $37,106 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,839 | $64,176+222.3% | $112,249+84.3% | $66,938+209.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -13.94% | -13.80%-0.1pp | 27.48%-41.4pp | 1.58%-15.5pp |
| Employer contribution / active EE | $12,284 | $3,007+308.5% | $3,636+237.8% | $2,545+382.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $248 | $626-60.4% | $6,412-96.1% | $594-58.2% |