Filed May 15, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
REEDMARK ADVISORS LLC5 years Filed as: REEDMARK ADVISORS, LLC Service code 26 · EIN 47-2223502 | Advisory (Participants) | $45,846 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $21,772 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $49,775 | $122,063-59.2% | $184,256-73.0% | $74,478-33.2% |
| Participation rate | 92.3% | 85.5%+6.8pp | 86.8%+5.5pp | 67.2%+25.1pp |
| Annual return | 22.39% | 19.92%+2.5pp | 28.85%-6.5pp | 1370.56%-1348.2pp |
| Employer contribution / active EE | $1,359 | $4,539-70.1% | $6,427-78.9% | $2,626-48.3% |
| Participant deferral / active EE | $3,510 | $7,144-50.9% | $9,133-61.6% | $4,350-19.3% |
| Admin fee / account holder | $239 | $1,253-80.9% | $13,899-98.3% | $1,946-87.7% |