Filed January 30, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $97,553 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $43,171 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,071 | $46,173+53.9% | $170,439-58.3% | $69,631+2.1% |
| Participation rate | 99.1% | 63.9%+35.2pp | 83.6%+15.5pp | 70.7%+28.4pp |
| Annual return | 14.63% | 21.62%-7.0pp | 205.94%-191.3pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $3,534 | $1,610+119.6% | $5,433-34.9% | $2,032+73.9% |
| Participant deferral / active EE | $4,025 | $2,080+93.5% | $4,939-18.5% | $3,224+24.9% |
| Admin fee / account holder | $187 | $116+61.6% | $13,881-98.7% | $110+69.7% |