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 | $102,035 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $75,516 |
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 | $184,445 | $82,188+124.4% | $125,391+47.1% | $64,824+184.5% |
| Participation rate | 90.6% | 77.9%+12.7pp | 82.4%+8.2pp | 71.5%+19.1pp |
| Annual return | -13.67% | 3.50%-17.2pp | 572.41%-586.1pp | 32.84%-46.5pp |
| Employer contribution / active EE | $3,843 | $3,617+6.2% | $4,816-20.2% | $2,507+53.3% |
| Participant deferral / active EE | $11,121 | $7,177+55.0% | $7,448+49.3% | $4,311+158.0% |
| Admin fee / account holder | $327 | $163+100.3% | $10,009-96.7% | $188+74.1% |