Filed January 6, 2026 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $189,449 |
COOK STREET CONSULTING1+ years Filed as: COOK STREET CONSULTING, INC. Service code 16 5299 DTC BOULEVARD · GREENWOOD VILLAGE, CO 80111 | Consulting | $30,557 |
BROCK AND COMPANY1+ years Filed as: BROCK AND COMPANY CPAS P.C. Service code 10 2516 WEST MAIN STREET · LITTLETON, CO 80120 | Accounting | $27,656 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,128 | $58,758+17.6% | $69,779-0.9% | $63,975+8.1% |
| Participation rate | 73.4% | 77.5%-4.1pp | 71.8%+1.5pp | 71.1%+2.2pp |
| Annual return | 2.94% | 18.05%-15.1pp | 12.99%-10.1pp | 48.65%-45.7pp |
| Employer contribution / active EE | $2,791 | $1,973+41.5% | $2,338+19.3% | $2,182+27.9% |
| Participant deferral / active EE | $0 | $2,912-100.0% | $2,931-100.0% | $3,356-100.0% |
| Admin fee / account holder | $74 | $71+3.8% | $4,381-98.3% | $70+4.6% |