Filed November 18, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC1+ years Service code 51 · EIN 41-2212501 | Investment Mgmt Fees | $239,316 |
BRINKER CAPITAL1+ years Filed as: BRINKER CAPITAL INC. Service code 51 · EIN 23-2829742 | Investment Mgmt Fees | $235,913 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN & BROWN CONSULTING Service code 11 · EIN 20-0878127 | Actuarial | $65,808 |
MATRIX TRUST COMPANY1+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $47,022 |
KREISCHER MILLER1+ years Filed as: KREISCHER MILLER LLP Service code 10 · EIN 23-1980475 | Accounting | $16,900 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST, N.A. Service code 21 · EIN 16-1486454 | Bank Trustee | $16,007 |
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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 | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -0.73% | 4.01%-4.7pp | -2.00%+1.3pp | 1.67%-2.4pp |
| Employer contribution / active EE | $3,011 | $6,352-52.6% | $34,470-91.3% | $10,506-71.3% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |