Filed December 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC2+ years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $10,000 |
PALMIERI & EISENBERG1 year Filed as: PALMIERI & EIDENBERG Service code 29 · EIN 22-3243326 | Legal | $6,765 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE Service code 26 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $6,248 |
NATIONWIDE1 year Filed as: NATIONWIDE 31-4156830 Service code 26 | Advisory (Participants) | $61 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 22 400 ROBERT STREET NORTH · ST PAUL, MN 55101 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,006 | $36,916-75.6% | $156,551-94.2% | $57,658-84.4% |
| Participation rate | 99.8% | 63.4%+36.4pp | 84.0%+15.8pp | 70.2%+29.6pp |
| Annual return | 10.13% | 12.38%-2.2pp | 32.23%-22.1pp | 5.13%+5.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $620 | $1,926-67.8% | $4,871-87.3% | $3,061-79.8% |
| Admin fee / account holder | $33 | $82-59.8% | $13,028-99.7% | $95-64.9% |