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 | $64,138+222.5% | $112,258+84.3% | $66,930+209.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -13.94% | -13.81%-0.1pp | 27.47%-41.4pp | 1.57%-15.5pp |
| Employer contribution / active EE | $12,284 | $3,006+308.6% | $3,636+237.9% | $2,545+382.7% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $248 | $625-60.3% | $6,411-96.1% | $593-58.2% |