Filed May 19, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BPM LLP2 years Service code 10 · EIN 81-4234542 | Accounting | $14,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,840 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,481 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,194 | $91,474+81.7% | $135,982+22.2% | $71,529+132.3% |
| Participation rate | 97.0% | 75.7%+21.4pp | 81.9%+15.1pp | 67.9%+29.1pp |
| Annual return | 22.10% | 29.89%-7.8pp | 68.32%-46.2pp | 28.97%-6.9pp |
| Employer contribution / active EE | $4,225 | $3,705+14.0% | $4,859-13.0% | $2,590+63.1% |
| Participant deferral / active EE | $17,289 | $7,095+143.7% | $7,760+122.8% | $4,291+302.9% |
| Admin fee / account holder | $49 | $1,267-96.1% | $10,767-99.5% | $1,588-96.9% |