Filed September 17, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3+ years Service code 11 · EIN 13-4008324 | Actuarial | $22,563 |
ABIP, P.C.3+ years Service code 10 · EIN 76-0689865 | Accounting | $10,000 |
U.S. CAPITAL ADVISORS LLC3+ years Filed as: US CAPITAL ADVISORS Service code 28 4444 WESTHEIMER ROAD · HOUSTON, TX 77027 | Investment Management | $7,750 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $463,922-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 17.6%-17.6pp | 4.7%-4.7pp |
| Annual return | 5.32% | -0.69%+6.0pp | 60.62%-55.3pp | -0.69%+6.0pp |
| Employer contribution / active EE | $233 | $16,786-98.6% | $61,657-99.6% | $16,786-98.6% |
| Participant deferral / active EE | $0 | $525-100.0% | $288-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $23-100.0% | $124-100.0% |