Filed January 6, 2026 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $186,728 |
COOK STREET CONSULTING2+ years Filed as: COOK STREET CONSULTING, INC. Service code 16 5299 DTC BOULEVARD · GREENWOOD VILLAGE, CO 80111 | Consulting | $31,254 |
BROCK AND COMPANY2+ years Filed as: BROCK AND COMPANY CPAS P.C. Service code 10 2516 WEST MAIN STREET · LITTLETON, CO 80120 | Accounting | $22,995 |
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 | $76,304 | $123,286-38.1% | $75,501+1.1% | $77,958-2.1% |
| Participation rate | 75.9% | 78.8%-2.9pp | 72.4%+3.5pp | 71.6%+4.2pp |
| Annual return | 18.05% | 20.45%-2.4pp | 27.35%-9.3pp | 20.87%-2.8pp |
| Employer contribution / active EE | $3,653 | $2,035+79.5% | $2,352+55.3% | $2,310+58.1% |
| Participant deferral / active EE | $0 | $3,095-100.0% | $3,142-100.0% | $3,537-100.0% |
| Admin fee / account holder | $68 | $144-52.5% | $5,801-98.8% | $97-29.7% |