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 | $257,153 | $77,569+231.5% | $115,599+122.5% | $64,097+301.2% |
| Participation rate | 97.6% | 60.7%+36.9pp | 74.3%+23.3pp | 55.2%+42.4pp |
| Annual return | 14.81% | 18.52%-3.7pp | 111.10%-96.3pp | 34.64%-19.8pp |
| Employer contribution / active EE | $6,584 | $1,915+243.9% | $2,955+122.8% | $1,891+248.1% |
| Participant deferral / active EE | $10,545 | $3,327+216.9% | $4,889+115.7% | $3,080+242.4% |
| Admin fee / account holder | $0 | $4,470-100.0% | $12,841-100.0% | $3,454-100.0% |