Filed February 12, 2026 (most recent of 2 filings on file)
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $18,392,177-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 37.5%-37.5pp | 4.2%-4.2pp |
| Annual return | 4.76% | 10.64%-5.9pp | 3.99%+0.8pp | 10.64%-5.9pp |
| Employer contribution / active EE | $7,255 | $11,561-37.2% | $38,279-81.0% | $11,561-37.2% |
| Participant deferral / active EE | $30 | $347-91.3% | $386-92.2% | $347-91.3% |
| Admin fee / account holder | $0 | $312-100.0% | $140,034-100.0% | $312-100.0% |