Filed January 6, 2026 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $298,492 |
COOK STREET CONSULTING5 years Service code 16 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Consulting | $65,270 |
BROCK AND COMPANY6+ years Service code 10 2516 WEST MAIN STREET · LITTLETON, CO 80120 | Accounting | $22,760 |
HOLLAND & KNIGHT3 years Filed as: HOLLAND & HART LLP Service code 29 PO BOX 17283 · DENVER, CO 80217 | Legal | $6,357 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Float revenue; ... | $600 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,686 | $72,066+75.8% | $81,726+55.0% | $90,274+40.3% |
| Participation rate | 93.8% | 78.9%+14.9pp | 72.0%+21.8pp | 73.4%+20.5pp |
| Annual return | 16.91% | 15.92%+1.0pp | 29.49%-12.6pp | 53.97%-37.1pp |
| Employer contribution / active EE | $5,767 | $2,335+147.0% | $4,311+33.8% | $2,523+128.5% |
| Participant deferral / active EE | $4,684 | $3,557+31.7% | $7,108-34.1% | $4,231+10.7% |
| Admin fee / account holder | $85 | $92-7.9% | $5,160-98.3% | $114-25.4% |