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 | $172,274 |
COOK STREET CONSULTING1 year Service code 16 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Consulting | $30,557 |
BROCK AND COMPANY2+ years Service code 10 2516 WEST MAIN STREET · LITTLETON, CO 80120 | Accounting | $6,218 |
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 | $44,759 | $58,758-23.8% | $69,779-35.9% | $63,975-30.0% |
| Participation rate | 77.7% | 77.5%+0.2pp | 71.8%+5.9pp | 71.1%+6.5pp |
| Annual return | 8.54% | 18.05%-9.5pp | 12.99%-4.5pp | 48.65%-40.1pp |
| Employer contribution / active EE | $710 | $1,973-64.0% | $2,338-69.6% | $2,182-67.5% |
| Participant deferral / active EE | $3,161 | $2,912+8.6% | $2,931+7.9% | $3,356-5.8% |
| Admin fee / account holder | $60 | $71-15.5% | $4,381-98.6% | $70-14.8% |