Filed July 1, 2025 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
DAVIE KAPLAN1+ years Service code 10 · EIN 16-1182991 | Accounting | $8,000 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,430 |
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 | $34,418 | $50,464-31.8% | $75,784-54.6% | $52,331-34.2% |
| Participation rate | 93.8% | 66.8%+27.0pp | 75.8%+17.9pp | 68.1%+25.6pp |
| Annual return | -0.50% | 1.03%-1.5pp | 9.68%-10.2pp | 4.54%-5.0pp |
| Employer contribution / active EE | $2,772 | $1,988+39.4% | $3,323-16.6% | $1,882+47.3% |
| Participant deferral / active EE | $2,486 | $2,570-3.3% | $3,652-31.9% | $3,022-17.7% |
| Admin fee / account holder | $57 | $1,103-94.8% | $5,300-98.9% | $592-90.4% |