Filed September 5, 2025 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,100 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $8,000 |
CARON & BLETZER, PLLC1 year Service code 15 · EIN 04-3499945 | Recordkeeping | $5,500 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,115 | $65,118+35.3% | $76,768+14.8% | $55,727+58.1% |
| Participation rate | 97.8% | 79.6%+18.1pp | 77.0%+20.8pp | 70.9%+26.9pp |
| Annual return | -3.84% | -1.27%-2.6pp | 2.43%-6.3pp | 244.94%-248.8pp |
| Employer contribution / active EE | $4,189 | $1,941+115.8% | $2,485+68.6% | $2,078+101.6% |
| Participant deferral / active EE | $7,103 | $3,688+92.6% | $3,852+84.4% | $3,356+111.7% |
| Admin fee / account holder | $14 | $116-88.2% | $6,676-99.8% | $115-88.1% |