Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 1,542 employees
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,567 | $166,271+133.7% | $115,599+236.1% | $166,271+133.7% |
| Participation rate | 91.4% | 79.1%+12.3pp | 74.3%+17.1pp | 79.1%+12.3pp |
| Annual return | 16.79% | 15.58%+1.2pp | 111.10%-94.3pp | 15.58%+1.2pp |
| Employer contribution / active EE | $15,065 | $4,136+264.2% | $2,955+409.8% | $4,136+264.2% |
| Participant deferral / active EE | $19,079 | $7,214+164.5% | $4,889+290.2% | $7,214+164.5% |
| Admin fee / account holder | $0 | $445-100.0% | $12,841-100.0% | $445-100.0% |