Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $3,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,181 | $94,115-86.0% | $83,327-84.2% | $73,367-82.0% |
| Participation rate | 83.9% | 83.7%+0.1pp | 77.8%+6.1pp | 69.5%+14.4pp |
| Annual return | -8.03% | -6.12%-1.9pp | 10.64%-18.7pp | 173.45%-181.5pp |
| Employer contribution / active EE | $3,611 | $2,931+23.2% | $3,379+6.9% | $2,499+44.5% |
| Participant deferral / active EE | $0 | $6,759-100.0% | $5,565-100.0% | $4,033-100.0% |
| Admin fee / account holder | $0 | $75-99.8% | $7,540-100.0% | $68-99.7% |