Filed October 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,400 | $62,928-45.3% | $172,739-80.1% | $67,579-49.1% |
| Participation rate | 96.0% | 64.5%+31.5pp | 82.6%+13.3pp | 71.3%+24.7pp |
| Annual return | 17.64% | 30.36%-12.7pp | 802.84%-785.2pp | 378.56%-360.9pp |
| Employer contribution / active EE | $3,144 | $1,636+92.2% | $5,143-38.9% | $2,148+46.4% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $222 | $167+33.3% | $13,954-98.4% | $142+56.2% |