Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $1,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,201 | $104,862-88.4% | $90,161-86.5% | $80,976-84.9% |
| Participation rate | 82.8% | 78.9%+3.9pp | 76.9%+5.9pp | 68.3%+14.6pp |
| Annual return | 19.18% | 20.18%-1.0pp | 34.89%-15.7pp | 22.91%-3.7pp |
| Employer contribution / active EE | $3,154 | $2,724+15.8% | $3,318-4.9% | $2,402+31.3% |
| Participant deferral / active EE | $0 | $6,098-100.0% | $5,287-100.0% | $3,848-100.0% |
| Admin fee / account holder | $0 | $76-99.9% | $5,943-100.0% | $67-99.8% |