Filed January 6, 2026 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $303,604 |
COOK STREET CONSULTING7 years Service code 16 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Consulting | $70,312 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $615 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,208 | $61,756+76.8% | $69,888+56.3% | $77,906+40.2% |
| Participation rate | 93.4% | 79.9%+13.5pp | 70.5%+22.9pp | 73.7%+19.7pp |
| Annual return | -18.04% | -11.86%-6.2pp | 190.87%-208.9pp | 12.16%-30.2pp |
| Employer contribution / active EE | $3,686 | $2,706+36.2% | $2,560+43.9% | $2,846+29.5% |
| Participant deferral / active EE | $5,240 | $3,977+31.8% | $3,849+36.2% | $4,805+9.1% |
| Admin fee / account holder | $78 | $101-23.4% | $6,267-98.8% | $133-41.5% |