Filed November 18, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC3+ years Service code 51 · EIN 41-2212501 | Investment Mgmt Fees | $224,032 |
BRINKER CAPITAL3+ years Filed as: BRINKER CAPITAL INC. Service code 51 · EIN 23-2829742 | Investment Mgmt Fees | $217,232 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN & BROWN CONSULTING Service code 11 · EIN 20-0878127 | Actuarial | $94,880 |
MATRIX TRUST COMPANY3+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $62,899 |
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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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 13.82% | 26.60%-12.8pp | 10.16%+3.7pp | 17.84%-4.0pp |
| Employer contribution / active EE | $3,027 | $7,232-58.1% | $33,192-90.9% | $14,688-79.4% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |