Filed January 27, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $32,248 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,649 |
ASCENSUS LLC4 years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $4,211 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKOCK1 year Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
EATON VANCE4 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FANKLIN TEMPLETON Service code 52 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,168 | $74,706+6.0% | $75,731+4.5% | $79,389-0.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 14.11% | 18.52%-4.4pp | 104.65%-90.5pp | 116.89%-102.8pp |
| Employer contribution / active EE | $1,665 | $2,590-35.7% | $2,743-39.3% | $2,428-31.4% |
| Participant deferral / active EE | $4,947 | $3,533+40.0% | $3,820+29.5% | $4,046+22.3% |
| Admin fee / account holder | $181 | $374-51.6% | $3,620-95.0% | $626-71.1% |