Filed January 6, 2026 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $185,014 |
COOK STREET CONSULTING2 years Service code 16 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Consulting | $31,254 |
BROCK AND COMPANY3+ years Service code 10 2516 WEST MAIN STREET · LITTLETON, CO 80120 | Accounting | $28,380 |
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 | $49,913 | $123,286-59.5% | $75,501-33.9% | $77,958-36.0% |
| Participation rate | 80.1% | 78.8%+1.3pp | 72.4%+7.7pp | 71.6%+8.4pp |
| Annual return | 18.78% | 20.45%-1.7pp | 27.35%-8.6pp | 20.87%-2.1pp |
| Employer contribution / active EE | $773 | $2,035-62.0% | $2,352-67.1% | $2,310-66.5% |
| Participant deferral / active EE | $3,445 | $3,095+11.3% | $3,142+9.6% | $3,537-2.6% |
| Admin fee / account holder | $65 | $144-54.7% | $5,801-98.9% | $97-32.9% |