Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $240,899 |
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 | $136,241 | $104,862+29.9% | $90,161+51.1% | $80,976+68.2% |
| Participation rate | 86.0% | 78.9%+7.0pp | 76.9%+9.1pp | 68.3%+17.7pp |
| Annual return | 14.39% | 20.18%-5.8pp | 34.89%-20.5pp | 22.91%-8.5pp |
| Employer contribution / active EE | $1,566 | $2,724-42.5% | $3,318-52.8% | $2,402-34.8% |
| Participant deferral / active EE | $7,143 | $6,098+17.1% | $5,287+35.1% | $3,848+85.6% |
| Admin fee / account holder | $5 | $76-93.7% | $5,943-99.9% | $67-92.9% |