Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $197,618 |
Employer contribution per participant 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 | $178,683 | $159,295+12.2% | $108,421+64.8% | $106,520+67.7% |
| Participation rate | 91.2% | 85.5%+5.7pp | 80.1%+11.1pp | 71.3%+19.9pp |
| Annual return | 13.30% | 17.79%-4.5pp | 905.61%-892.3pp | 19.28%-6.0pp |
| Employer contribution / active EE | $1,751 | $3,803-54.0% | $3,560-50.8% | $2,840-38.4% |
| Participant deferral / active EE | $8,581 | $9,392-8.6% | $6,564+30.7% | $4,948+73.4% |
| Admin fee / account holder | $3 | $99-97.0% | $7,298-100.0% | $75-96.1% |