Filed November 18, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC4+ years Service code 51 · EIN 41-2212501 | Investment Mgmt Fees | $259,318 |
BRINKER CAPITAL4+ years Filed as: BRINKER CAPITAL INC. Service code 51 · EIN 23-2829742 | Investment Mgmt Fees | $102,743 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN & BROWN CONSULTING Service code 11 · EIN 20-0878127 | Actuarial | $62,929 |
MATRIX TRUST COMPANY4+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $61,348 |
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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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -4.61% | 9.64%-14.2pp | -102.04%+97.4pp | 33.37%-38.0pp |
| Employer contribution / active EE | $3,505 | $8,034-56.4% | $36,232-90.3% | $11,253-68.9% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |