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 | $151,871 |
COOK STREET CONSULTING1+ years Filed as: COOK STREET CONSULTING INC Service code 16 5299 DTC BOULEVARD · GREENWOOD VILLAGE, CO 80111 | Consulting | $30,330 |
BROCK AND COMPANY1+ years Service code 10 2516 WEST MAIN STREET · LITTLETON, CO 80120 | Accounting | $15,556 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,978 | $54,890-19.9% | $63,244-30.5% | $59,188-25.7% |
| Participation rate | 70.7% | 75.6%-4.9pp | 71.0%-0.4pp | 69.4%+1.3pp |
| Annual return | 1.55% | 4.56%-3.0pp | -70.31%+71.9pp | 5.51%-4.0pp |
| Employer contribution / active EE | $638 | $1,831-65.2% | $2,322-72.5% | $2,098-69.6% |
| Participant deferral / active EE | $2,771 | $2,803-1.1% | $2,953-6.2% | $3,265-15.1% |
| Admin fee / account holder | $62 | $66-7.0% | $5,893-99.0% | $92-33.3% |