Filed April 27, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,762 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,723 | $70,667-42.4% | $123,105-66.9% | $52,331-22.2% |
| Participation rate | 90.9% | 83.7%+7.2pp | 86.8%+4.1pp | 68.1%+22.8pp |
| Annual return | -0.03% | 6.23%-6.3pp | 13.22%-13.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,975 | $2,946+1.0% | $5,151-42.2% | $1,882+58.1% |
| Participant deferral / active EE | $1,906 | $4,493-57.6% | $6,229-69.4% | $3,022-36.9% |
| Admin fee / account holder | $25 | $506-95.0% | $9,014-99.7% | $592-95.7% |