Filed May 15, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
REEDMARK ADVISORS LLC2 years Filed as: REEDMARK ADVISORS, LLC Service code 26 · EIN 47-2223502 | Advisory (Participants) | $42,995 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $29,318 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,373 | $121,341-61.8% | $189,513-75.5% | $79,386-41.6% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.8%+9.7pp | 70.7%+26.8pp |
| Annual return | 16.05% | 21.08%-5.0pp | 555.15%-539.1pp | 116.85%-100.8pp |
| Employer contribution / active EE | $1,276 | $3,915-67.4% | $6,162-79.3% | $2,427-47.4% |
| Participant deferral / active EE | $3,421 | $6,395-46.5% | $8,221-58.4% | $4,046-15.4% |
| Admin fee / account holder | $279 | $651-57.1% | $12,045-97.7% | $626-55.4% |