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 | $86,795+81.6% | $67,681+132.9% | $64,728+143.5% |
| Participation rate | 98.5% | 71.7%+26.8pp | 73.7%+24.8pp | 57.9%+40.6pp |
| Annual return | 12.18% | 12.58%-0.4pp | 590.58%-578.4pp | 49.38%-37.2pp |
| Employer contribution / active EE | $7,570 | $2,837+166.8% | $2,678+182.6% | $2,243+237.5% |
| Participant deferral / active EE | $8,456 | $3,430+146.6% | $3,976+112.7% | $2,729+209.8% |
| Admin fee / account holder | $115 | $238-51.9% | $6,100-98.1% | $1,145-90.0% |