Filed December 18, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE, SUITE 301 · HARRISON, NY 105281648 | Accounting | $16,000 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $437 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $102,438 | $55,002+86.2% | $59,887+71.1% | $56,287+82.0% |
| Participation rate | 98.3% | 75.9%+22.4pp | 74.7%+23.6pp | 69.9%+28.4pp |
| Annual return | 8.81% | 1.13%+7.7pp | 3.46%+5.4pp | -9.96%+18.8pp |
| Employer contribution / active EE | $6,658 | $2,448+172.0% | $2,722+144.6% | $2,111+215.4% |
| Participant deferral / active EE | $6,910 | $3,121+121.4% | $3,402+103.1% | $3,350+106.3% |
| Admin fee / account holder | $27 | $236-88.8% | $3,591-99.3% | $521-94.9% |