Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $4,350 |
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 | $17,540 | $116,243-84.9% | $91,994-80.9% | $89,609-80.4% |
| Participation rate | 84.9% | 84.8%+0.1pp | 78.6%+6.3pp | 69.6%+15.3pp |
| Annual return | 24.16% | 23.75%+0.4pp | 69.04%-44.9pp | 33.65%-9.5pp |
| Employer contribution / active EE | $3,630 | $3,226+12.5% | $3,453+5.1% | $2,584+40.5% |
| Participant deferral / active EE | $0 | $7,519-100.0% | $5,924-100.0% | $4,222-100.0% |
| Admin fee / account holder | $0 | $82-99.8% | $7,744-100.0% | $72-99.7% |