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 | $106,110+109.3% | $147,005+51.0% | $77,671+185.9% |
| Participation rate | 92.4% | 78.4%+14.0pp | 82.2%+10.2pp | 70.6%+21.8pp |
| Annual return | 16.82% | 56.77%-40.0pp | 418.76%-401.9pp | 31.21%-14.4pp |
| Employer contribution / active EE | $6,396 | $4,065+57.4% | $4,934+29.6% | $2,726+134.6% |
| Participant deferral / active EE | $12,180 | $7,992+52.4% | $8,070+50.9% | $4,648+162.0% |
| Admin fee / account holder | $327 | $338-3.2% | $13,006-97.5% | $430-24.0% |