Filed July 1, 2025 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
DAVIE KAPLAN3+ years Service code 10 · EIN 16-1182991 | Accounting | $11,500 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,960 |
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 | $41,044 | $58,726-30.1% | $92,240-55.5% | $62,293-34.1% |
| Participation rate | 90.8% | 68.3%+22.5pp | 76.5%+14.3pp | 69.5%+21.3pp |
| Annual return | 15.88% | 43.62%-27.7pp | 176.29%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $2,672 | $2,392+11.7% | $3,680-27.4% | $2,042+30.8% |
| Participant deferral / active EE | $2,761 | $2,766-0.2% | $3,897-29.2% | $3,169-12.9% |
| Admin fee / account holder | $64 | $556-88.6% | $5,194-98.8% | $479-86.7% |