Filed December 18, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
O'CONNOR DAVIES, LLP1 year Service code 26 · EIN 27-1728945 500 MAMARONECK AVENUE, SUITE 301 · HARRISON, NY 105281648 | Advisory (Participants) | $14,668 |
WELL AND GOOD LLC1 year Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $6,000 |
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 | $95,654 | $57,976+65.0% | $63,018+51.8% | $62,293+53.6% |
| Participation rate | 97.8% | 75.9%+21.9pp | 74.8%+23.0pp | 69.5%+28.3pp |
| Annual return | 12.46% | 17.54%-5.1pp | 87.62%-75.2pp | 28.90%-16.4pp |
| Employer contribution / active EE | $6,273 | $2,415+159.8% | $2,761+127.2% | $2,042+207.2% |
| Participant deferral / active EE | $6,725 | $2,956+127.5% | $3,330+102.0% | $3,169+112.2% |
| Admin fee / account holder | $43 | $276-84.4% | $3,601-98.8% | $479-91.0% |