Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $251,289 |
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 | $149,195 | $116,243+28.3% | $91,994+62.2% | $89,609+66.5% |
| Participation rate | 89.9% | 84.8%+5.1pp | 78.6%+11.3pp | 69.6%+20.3pp |
| Annual return | 27.93% | 23.75%+4.2pp | 69.04%-41.1pp | 33.65%-5.7pp |
| Employer contribution / active EE | $1,788 | $3,226-44.6% | $3,453-48.2% | $2,584-30.8% |
| Participant deferral / active EE | $7,596 | $7,519+1.0% | $5,924+28.2% | $4,222+79.9% |
| Admin fee / account holder | $4 | $82-94.6% | $7,744-99.9% | $72-93.8% |