Filed January 6, 2026 (most recent of 4 filings on file)
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| 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 | Securities brokerage commissions and ... | $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% | $76,872+65.5% | $80,157+58.7% |
| Participation rate | 92.6% | 78.1%+14.5pp | 69.6%+23.0pp | 72.9%+19.7pp |
| Annual return | 17.83% | 18.56%-0.7pp | 37.90%-20.1pp | 40.39%-22.6pp |
| Employer contribution / active EE | $5,519 | $2,779+98.6% | $2,533+117.9% | $2,977+85.4% |
| Participant deferral / active EE | $5,438 | $4,140+31.4% | $3,832+41.9% | $5,015+8.4% |
| Admin fee / account holder | $84 | $104-18.6% | $5,476-98.5% | $145-41.7% |