Filed July 1, 2025 (most recent of 2 filings on file)
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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 | $114,614 | $65,322+75.5% | $70,494+62.6% | $73,497+55.9% |
| Participation rate | 98.3% | 77.0%+21.3pp | 75.1%+23.2pp | 70.7%+27.6pp |
| Annual return | 13.36% | 15.71%-2.4pp | 109.16%-95.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $5,563 | $2,460+126.2% | $2,738+103.2% | $2,270+145.1% |
| Participant deferral / active EE | $4,310 | $3,375+27.7% | $3,711+16.2% | $3,740+15.2% |
| Admin fee / account holder | $146 | $214-31.8% | $3,848-96.2% | $513-71.6% |