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 | $107,281 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $73,501 |
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 | $206,041 | $95,438+115.9% | $135,982+51.5% | $74,473+176.7% |
| Participation rate | 88.8% | 78.2%+10.6pp | 81.9%+6.9pp | 70.7%+18.1pp |
| Annual return | 19.45% | 32.61%-13.2pp | 68.32%-48.9pp | 34.36%-14.9pp |
| Employer contribution / active EE | $5,221 | $3,878+34.6% | $4,859+7.4% | $2,638+97.9% |
| Participant deferral / active EE | $11,154 | $7,790+43.2% | $7,760+43.7% | $4,530+146.2% |
| Admin fee / account holder | $321 | $259+24.0% | $10,767-97.0% | $347-7.5% |