Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $241,339 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,481 | $86,496+43.9% | $80,977+53.7% | $329,111-62.2% |
| Participation rate | 83.0% | 80.0%+3.1pp | 75.8%+7.2pp | 67.9%+15.2pp |
| Annual return | 4.45% | 20.13%-15.7pp | 17.11%-12.7pp | 16.35%-11.9pp |
| Employer contribution / active EE | $1,511 | $2,395-36.9% | $3,715-59.3% | $2,303-34.4% |
| Participant deferral / active EE | $6,897 | $5,350+28.9% | $5,696+21.1% | $3,682+87.3% |
| Admin fee / account holder | $5 | $69-92.8% | $5,517-99.9% | $754-99.3% |