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 | $19,306 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,509 | $89,225+150.5% | $133,698+67.2% | $74,478+200.1% |
| Participation rate | 92.6% | 69.4%+23.1pp | 76.4%+16.1pp | 67.2%+25.3pp |
| Annual return | 19.98% | 22.76%-2.8pp | 580.90%-560.9pp | 1370.56%-1350.6pp |
| Employer contribution / active EE | $6,987 | $2,816+148.2% | $4,218+65.7% | $2,626+166.0% |
| Participant deferral / active EE | $8,611 | $4,597+87.3% | $7,016+22.7% | $4,350+97.9% |
| Admin fee / account holder | $150 | $1,545-90.3% | $6,703-97.8% | $1,946-92.3% |