Filed December 18, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $50,489 |
PKF O'CONNOR DAVIES, LLP7 years Service code 10 · EIN 27-1728945 | Accounting | $21,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,623 | $84,045+87.5% | $77,361+103.7% | $69,255+127.6% |
| Participation rate | 98.5% | 71.8%+26.7pp | 75.0%+23.5pp | 69.0%+29.5pp |
| Annual return | 12.18% | 12.46%-0.3pp | 1011.54%-999.4pp | 26.73%-14.6pp |
| Employer contribution / active EE | $7,570 | $2,954+156.2% | $2,990+153.2% | $2,645+186.2% |
| Participant deferral / active EE | $8,456 | $3,349+152.5% | $3,911+116.2% | $2,890+192.5% |
| Admin fee / account holder | $115 | $239-52.0% | $5,894-98.1% | $733-84.3% |