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 | $165,320+135.0% | $121,663+219.4% | $165,320+135.0% |
| Participation rate | 91.4% | 81.8%+9.6pp | 74.5%+16.9pp | 81.8%+9.6pp |
| Annual return | 16.79% | 12.93%+3.9pp | 147.54%-130.8pp | 12.93%+3.9pp |
| Employer contribution / active EE | $15,065 | $4,428+240.3% | $3,020+398.9% | $4,428+240.3% |
| Participant deferral / active EE | $19,079 | $7,228+163.9% | $4,887+290.4% | $7,228+163.9% |
| Admin fee / account holder | $0 | $137-100.0% | $14,289-100.0% | $137-100.0% |