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 | $93,351+68.8% | $62,929+150.5% | $79,634+97.9% |
| Participation rate | 98.5% | 74.6%+23.9pp | 73.1%+25.4pp | 62.5%+36.0pp |
| Annual return | 12.18% | 14.37%-2.2pp | 1063.93%-1051.7pp | 36.46%-24.3pp |
| Employer contribution / active EE | $7,570 | $3,135+141.5% | $2,505+202.2% | $2,529+199.3% |
| Participant deferral / active EE | $8,456 | $3,921+115.6% | $3,888+117.5% | $3,835+120.5% |
| Admin fee / account holder | $115 | $229-49.9% | $5,065-97.7% | $1,002-88.5% |