Filed April 1, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY Service code 28 | Investment Management | $7,501 |
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX & SHOEMAKER Service code 14 · EIN 91-1072394 | Plan Administrator | $2,287 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,410 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,826 | $66,444+9.6% | $120,225-39.4% | $79,634-8.5% |
| Participation rate | 70.4% | 42.8%+27.6pp | 69.6%+0.8pp | 62.5%+7.9pp |
| Annual return | 24.84% | 53.37%-28.5pp | 439.23%-414.4pp | 36.46%-11.6pp |
| Employer contribution / active EE | $3,601 | $1,860+93.5% | $3,475+3.6% | $2,529+42.4% |
| Participant deferral / active EE | $6,782 | $2,798+142.4% | $3,999+69.6% | $3,835+76.9% |
| Admin fee / account holder | $37 | $1,295-97.1% | $5,696-99.3% | $1,002-96.3% |