Filed May 21, 2026
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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC7+ years Filed as: FROST BROWN TODD LLC Service code 29 | Legal | $46,793 |
UNION BANK & TRUST COMPANY7+ years Filed as: UNION BANK & TRUST Service code 15 · EIN 47-0321480 | Recordkeeping | $31,220 |
RINEY HANCOCK CPAS PSC7+ years Filed as: RINEY HANCOCK & CO PSC Service code 10 · EIN 61-0920132 | Accounting | $19,942 |
MERCER7+ years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $7,700 |
Annual investment return 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 | $211,187 | $111,491+89.4% | $189,513+11.4% | $86,799+143.3% |
| Participation rate | 93.8% | 87.3%+6.4pp | 87.8%+5.9pp | 72.3%+21.5pp |
| Annual return | 11.70% | 83.50%-71.8pp | 555.15%-543.5pp | 97.91%-86.2pp |
| Employer contribution / active EE | $1,778 | $3,951-55.0% | $6,162-71.1% | $2,405-26.1% |
| Participant deferral / active EE | $5,556 | $6,437-13.7% | $8,221-32.4% | $4,131+34.5% |
| Admin fee / account holder | $242 | $189+28.2% | $12,045-98.0% | $170+42.7% |