Filed January 9, 2026 (most recent of 2 filings on file)
Total covered: 91 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $106,247+109.0% | $147,096+50.9% | $77,714+185.7% |
| Participation rate | 92.4% | 78.4%+14.0pp | 82.2%+10.2pp | 70.6%+21.8pp |
| Annual return | 16.82% | 56.87%-40.1pp | 419.75%-402.9pp | 31.26%-14.4pp |
| Employer contribution / active EE | $6,396 | $4,069+57.2% | $4,936+29.6% | $2,727+134.6% |
| Participant deferral / active EE | $12,180 | $7,996+52.3% | $8,071+50.9% | $4,649+162.0% |
| Admin fee / account holder | $327 | $338-3.3% | $13,005-97.5% | $433-24.5% |