Filed January 16, 2026 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $39,418 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,938 | $122,063+90.8% | $184,256+26.4% | $74,478+212.8% |
| Participation rate | 99.3% | 85.5%+13.8pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 14.95% | 19.92%-5.0pp | 28.85%-13.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $11,993 | $4,539+164.2% | $6,427+86.6% | $2,626+356.6% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $235 | $1,253-81.2% | $13,899-98.3% | $1,946-87.9% |