Filed January 6, 2026 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $253,171 |
COOK STREET CONSULTING4 years Service code 16 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Consulting | $65,028 |
BROCK AND COMPANY5+ years Service code 10 2516 WEST MAIN STREET · LITTLETON, CO 80120 | Accounting | $47,031 |
HOLLAND & KNIGHT2 years Filed as: HOLLAND & HART LLP Service code 29 PO BOX 17283 · DENVER, CO 80217 | Legal | $17,124 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Direct payment from th... | $1,972 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Direct payment ... | $0 |
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 | $117,492 | $65,708+78.8% | $76,667+53.2% | $77,775+51.1% |
| Participation rate | 93.6% | 79.0%+14.6pp | 72.1%+21.5pp | 73.2%+20.4pp |
| Annual return | 23.56% | 49.86%-26.3pp | 1166.74%-1143.2pp | 32.58%-9.0pp |
| Employer contribution / active EE | $4,465 | $2,167+106.0% | $2,303+93.9% | $2,504+78.3% |
| Participant deferral / active EE | $4,167 | $3,254+28.1% | $3,336+24.9% | $3,966+5.1% |
| Admin fee / account holder | $84 | $91-7.1% | $6,423-98.7% | $100-15.7% |