Filed May 19, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BPM LLP1 year Service code 10 · EIN 81-4234542 | Accounting | $18,745 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,492 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,859 | $82,188+60.4% | $125,391+5.2% | $64,824+103.4% |
| Participation rate | 94.1% | 77.9%+16.2pp | 82.4%+11.7pp | 71.5%+22.6pp |
| Annual return | -16.73% | 3.50%-20.2pp | 572.41%-589.1pp | 32.84%-49.6pp |
| Employer contribution / active EE | $3,751 | $3,617+3.7% | $4,816-22.1% | $2,507+49.6% |
| Participant deferral / active EE | $14,827 | $7,177+106.6% | $7,448+99.1% | $4,311+243.9% |
| Admin fee / account holder | $54 | $163-66.7% | $10,009-99.5% | $188-71.0% |