Filed May 28, 2026 (most recent of 5 filings on file)
Total covered: 32 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,422 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,613 | $110,083-28.6% | $151,645-48.2% | $68,490+14.8% |
| Participation rate | 82.1% | 84.0%-1.8pp | 87.5%-5.4pp | 67.9%+14.2pp |
| Annual return | -16.76% | -10.12%-6.6pp | 3.34%-20.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,421 | $4,470-45.8% | $6,165-60.7% | $2,597-6.8% |
| Participant deferral / active EE | $4,020 | $6,526-38.4% | $8,363-51.9% | $4,028-0.2% |
| Admin fee / account holder | $62 | $7,718-99.2% | $11,614-99.5% | $5,403-98.8% |