Filed July 30, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,980 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,191 | $60,795-40.5% | $69,455-47.9% | $65,185-44.5% |
| Participation rate | 71.8% | 74.9%-3.1pp | 74.6%-2.8pp | 70.2%+1.6pp |
| Annual return | 9.92% | 17.46%-7.5pp | 28.97%-19.0pp | 29.38%-19.5pp |
| Employer contribution / active EE | $1,254 | $2,452-48.9% | $2,779-54.9% | $2,177-42.4% |
| Participant deferral / active EE | $3,825 | $3,162+21.0% | $3,535+8.2% | $3,514+8.8% |
| Admin fee / account holder | $83 | $314-73.7% | $3,839-97.8% | $847-90.3% |