Filed October 14, 2025 (most recent of 2 filings on file)
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,028 | $51,226+73.8% | $82,744+7.6% | $66,938+33.0% |
| Participation rate | 98.6% | 67.9%+30.7pp | 72.6%+26.0pp | 69.8%+28.7pp |
| Annual return | -17.82% | -9.61%-8.2pp | 702.22%-720.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $5,467 | $2,612+109.3% | $3,008+81.7% | $2,545+114.8% |
| Participant deferral / active EE | $6,061 | $3,460+75.2% | $4,395+37.9% | $4,238+43.0% |
| Admin fee / account holder | $208 | $416-50.0% | $5,325-96.1% | $594-65.0% |