Filed January 9, 2026 (most recent of 2 filings on file)
Total covered: 91 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $111,424 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $80,237 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,037 | $106,264+108.9% | $147,117+50.9% | $77,762+185.5% |
| Participation rate | 92.4% | 78.4%+14.0pp | 82.2%+10.2pp | 70.6%+21.8pp |
| Annual return | 16.82% | 56.94%-40.1pp | 420.54%-403.7pp | 31.27%-14.5pp |
| Employer contribution / active EE | $6,396 | $4,074+57.0% | $4,932+29.7% | $2,728+134.5% |
| Participant deferral / active EE | $12,180 | $8,003+52.2% | $8,065+51.0% | $4,651+161.9% |
| Admin fee / account holder | $327 | $334-2.2% | $12,993-97.5% | $433-24.4% |