Filed May 28, 2026 (most recent of 5 filings on file)
Total covered: 32 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $5,821 |
Participant contribution per participant 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 | $81,510 | $130,294-37.4% | $170,057-52.1% | $71,529+14.0% |
| Participation rate | 75.0% | 86.2%-11.2pp | 87.0%-12.0pp | 67.9%+7.1pp |
| Annual return | 16.28% | 20.36%-4.1pp | 53.42%-37.1pp | 28.97%-12.7pp |
| Employer contribution / active EE | $1,844 | $4,385-58.0% | $6,790-72.9% | $2,590-28.8% |
| Participant deferral / active EE | $3,171 | $6,928-54.2% | $10,411-69.5% | $4,291-26.1% |
| Admin fee / account holder | $53 | $966-94.5% | $12,826-99.6% | $1,588-96.7% |