Filed November 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $78,621 |
KPMG LLP6 years Service code 10 · EIN 13-5565207 | Accounting | $66,250 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $59,305 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $12,682 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $265,844 | $98,780+169.1% | $60,919+336.4% | $77,906+241.2% |
| Participation rate | 92.0% | 76.7%+15.3pp | 73.1%+18.9pp | 73.7%+18.3pp |
| Annual return | -10.68% | -11.56%+0.9pp | 16.98%-27.7pp | 12.16%-22.8pp |
| Employer contribution / active EE | $7,205 | $3,605+99.9% | $2,704+166.5% | $2,846+153.1% |
| Participant deferral / active EE | $7,020 | $4,200+67.1% | $3,814+84.0% | $4,805+46.1% |
| Admin fee / account holder | $55 | $89-37.6% | $3,226-98.3% | $133-58.3% |