Filed July 17, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $14,178 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,399 | $65,322+182.3% | $70,462+161.7% | $73,493+150.9% |
| Participation rate | 98.0% | 77.0%+21.0pp | 75.1%+22.9pp | 70.7%+27.3pp |
| Annual return | 13.59% | 15.71%-2.1pp | 109.08%-95.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $7,823 | $2,460+218.1% | $2,737+185.8% | $2,270+244.6% |
| Participant deferral / active EE | $5,539 | $3,375+64.1% | $3,710+49.3% | $3,740+48.1% |
| Admin fee / account holder | $39 | $214-81.8% | $3,845-99.0% | $513-92.4% |