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 | $7,764,297-100.0% | $261,924-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | -3.62% | -1.95%-1.7pp | -2.99%-0.6pp | -1.95%-1.7pp |
| Employer contribution / active EE | $3,437 | $9,243-62.8% | $41,623-91.7% | $9,243-62.8% |
| Participant deferral / active EE | $34 | $425-91.9% | $35-2.6% | $425-91.9% |
| Admin fee / account holder | $0 | $62,356-100.0% | $38,841-100.0% | $62,356-100.0% |