Filed January 16, 2026 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $38,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $173,817 | $76,696+126.6% | $96,543+80.0% | $71,535+143.0% |
| Participation rate | 77.8% | 66.6%+11.2pp | 74.3%+3.4pp | 67.9%+9.8pp |
| Annual return | 12.24% | 48.32%-36.1pp | 35.75%-23.5pp | 28.97%-16.7pp |
| Employer contribution / active EE | $11,321 | $3,032+273.4% | $3,741+202.7% | $2,590+337.1% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,292-100.0% |
| Admin fee / account holder | $189 | $2,030-90.7% | $6,737-97.2% | $1,589-88.1% |