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 | $76,383+236.7% | $121,663+111.4% | $64,340+299.7% |
| Participation rate | 97.6% | 60.4%+37.2pp | 74.5%+23.1pp | 55.2%+42.3pp |
| Annual return | 14.81% | 16.98%-2.2pp | 147.54%-132.7pp | 24.14%-9.3pp |
| Employer contribution / active EE | $6,584 | $1,943+238.9% | $3,020+118.0% | $1,862+253.7% |
| Participant deferral / active EE | $10,545 | $3,149+234.8% | $4,887+115.8% | $2,980+253.8% |
| Admin fee / account holder | $0 | $4,142-100.0% | $14,289-100.0% | $3,703-100.0% |