Filed September 26, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,944 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,199 | $88,581+197.1% | $145,661+80.7% | $74,304+254.2% |
| Participation rate | 90.2% | 64.9%+25.2pp | 77.2%+12.9pp | 60.3%+29.8pp |
| Annual return | 18.96% | 34.30%-15.3pp | 101.46%-82.5pp | 29.43%-10.5pp |
| Employer contribution / active EE | $7,553 | $2,612+189.1% | $4,238+78.2% | $2,241+237.0% |
| Participant deferral / active EE | $8,830 | $4,151+112.7% | $7,198+22.7% | $3,767+134.4% |
| Admin fee / account holder | $164 | $2,953-94.5% | $12,466-98.7% | $2,969-94.5% |