Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 1,542 employees
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,586 | $58,093+238.4% | $80,022+145.7% | $56,289+249.2% |
| Participation rate | 96.6% | 73.6%+23.0pp | 75.8%+20.8pp | 69.9%+26.8pp |
| Annual return | -5.40% | 34.63%-40.0pp | 11.22%-16.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $7,640 | $1,933+295.3% | $2,468+209.6% | $2,111+261.9% |
| Participant deferral / active EE | $9,637 | $3,136+207.3% | $3,686+161.5% | $3,350+187.7% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |