Filed January 6, 2026 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $280,179 |
COOK STREET CONSULTING6 years Service code 16 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Consulting | $66,102 |
BROCK AND COMPANY7+ years Service code 10 2516 WEST MAIN STREET · LITTLETON, CO 80120 | Accounting | $23,900 |
HOLLAND & KNIGHT4 years Filed as: HOLLAND & HART LLP Service code 29 PO BOX 17283 · DENVER, CO 80217 | Legal | $10,243 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $567 |
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 | $141,018 | $77,197+82.7% | $86,645+62.8% | $93,010+51.6% |
| Participation rate | 93.1% | 78.2%+14.9pp | 71.7%+21.5pp | 73.9%+19.2pp |
| Annual return | 13.77% | 16.31%-2.5pp | 63.52%-49.8pp | 158.70%-144.9pp |
| Employer contribution / active EE | $4,738 | $2,514+88.4% | $2,496+89.8% | $2,705+75.1% |
| Participant deferral / active EE | $5,051 | $3,831+31.9% | $3,700+36.5% | $4,561+10.7% |
| Admin fee / account holder | $81 | $105-22.8% | $5,830-98.6% | $152-46.6% |