Filed January 6, 2026 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $208,995 |
COOK STREET CONSULTING3 years Service code 16 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Consulting | $31,979 |
BROCK AND COMPANY4+ years Service code 10 2516 WEST MAIN STREET · LITTLETON, CO 80120 | Accounting | $22,907 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND & HART LLP Service code 29 PO BOX 17283 · DENVER, CO 80217 | Legal | $5,385 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $1,397 |
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 | $91,474 | $77,559+17.9% | $68,612+33.3% | $75,289+21.5% |
| Participation rate | 92.8% | 78.3%+14.5pp | 72.2%+20.6pp | 72.4%+20.4pp |
| Annual return | 130.49% | -1.01%+131.5pp | -4.63%+135.1pp | -0.04%+130.5pp |
| Employer contribution / active EE | $815 | $1,993-59.1% | $2,625-69.0% | $2,405-66.1% |
| Participant deferral / active EE | $3,809 | $3,128+21.8% | $3,311+15.0% | $3,739+1.9% |
| Admin fee / account holder | $57 | $90-37.1% | $5,131-98.9% | $102-44.5% |