Filed July 16, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,432 |
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 | $61,900 | $55,449+11.6% | $83,831-26.2% | $56,289+10.0% |
| Participation rate | 82.9% | 68.0%+14.9pp | 76.1%+6.8pp | 69.9%+13.1pp |
| Annual return | 1.11% | -1.38%+2.5pp | 850.99%-849.9pp | -9.96%+11.1pp |
| Employer contribution / active EE | $4,395 | $2,430+80.8% | $3,631+21.0% | $2,111+108.2% |
| Participant deferral / active EE | $3,776 | $2,935+28.6% | $4,082-7.5% | $3,350+12.7% |
| Admin fee / account holder | $17 | $656-97.4% | $5,479-99.7% | $521-96.8% |