Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $266,773 |
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 | $170,505 | $139,618+22.1% | $100,540+69.6% | $106,273+60.4% |
| Participation rate | 92.5% | 83.2%+9.3pp | 79.4%+13.1pp | 70.8%+21.7pp |
| Annual return | 31.05% | 22.24%+8.8pp | 30.90%+0.1pp | 21.70%+9.3pp |
| Employer contribution / active EE | $1,703 | $3,379-49.6% | $3,419-50.2% | $2,722-37.5% |
| Participant deferral / active EE | $8,087 | $8,459-4.4% | $6,272+28.9% | $4,601+75.7% |
| Admin fee / account holder | $4 | $91-95.4% | $8,082-99.9% | $78-94.6% |