Filed July 17, 2025 (most recent of 5 filings on file)
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $144,337 | $55,002+162.4% | $59,883+141.0% | $56,287+156.4% |
| Participation rate | 97.5% | 75.9%+21.6pp | 74.7%+22.8pp | 69.9%+27.6pp |
| Annual return | -4.36% | 1.13%-5.5pp | 3.46%-7.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $7,154 | $2,448+192.2% | $2,722+162.8% | $2,111+238.9% |
| Participant deferral / active EE | $5,599 | $3,121+79.4% | $3,402+64.6% | $3,350+67.1% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |