Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $6,250 |
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 | $24,627 | $159,295-84.5% | $108,421-77.3% | $106,520-76.9% |
| Participation rate | 83.1% | 85.5%-2.4pp | 80.1%+3.0pp | 71.3%+11.8pp |
| Annual return | 17.38% | 17.79%-0.4pp | 905.61%-888.2pp | 19.28%-1.9pp |
| Employer contribution / active EE | $4,471 | $3,803+17.6% | $3,560+25.6% | $2,840+57.4% |
| Participant deferral / active EE | $0 | $9,392-100.0% | $6,564-100.0% | $4,948-100.0% |
| Admin fee / account holder | $0 | $99-99.8% | $7,298-100.0% | $75-99.7% |