Filed January 6, 2026 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $303,284 |
COOK STREET CONSULTING8 years Service code 16 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Consulting | $74,846 |
BROCK AND COMPANY9+ years Service code 10 2516 WEST MAIN STREET · LITTLETON, CO 80120 | Accounting | $28,275 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $767 |
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 | $127,192 | $73,034+74.2% | $76,891+65.4% | $80,187+58.6% |
| Participation rate | 92.6% | 78.1%+14.5pp | 69.6%+23.0pp | 72.9%+19.7pp |
| Annual return | 17.83% | 18.56%-0.7pp | 37.91%-20.1pp | 40.40%-22.6pp |
| Employer contribution / active EE | $5,519 | $2,779+98.6% | $2,534+117.8% | $2,980+85.2% |
| Participant deferral / active EE | $5,438 | $4,140+31.4% | $3,833+41.9% | $5,016+8.4% |
| Admin fee / account holder | $84 | $104-18.6% | $5,488-98.5% | $145-41.8% |