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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,403 | $94,833+31.2% | $75,717+64.3% | $86,813+43.3% |
| Participation rate | 94.0% | 79.1%+14.9pp | 74.8%+19.2pp | 72.3%+21.7pp |
| Annual return | 13.58% | 16.91%-3.3pp | 104.58%-91.0pp | 97.93%-84.3pp |
| Employer contribution / active EE | $5,448 | $2,904+87.6% | $2,743+98.6% | $2,406+126.5% |
| Participant deferral / active EE | $4,373 | $3,632+20.4% | $3,821+14.5% | $4,131+5.9% |
| Admin fee / account holder | $184 | $109+69.2% | $3,619-94.9% | $170+8.4% |