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 | $20,710 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,352 | $69,848+85.2% | $115,756+11.7% | $66,949+93.2% |
| Participation rate | 99.2% | 70.6%+28.6pp | 77.1%+22.1pp | 69.8%+29.4pp |
| Annual return | -21.80% | 969.66%-991.5pp | 143.14%-164.9pp | 1.57%-23.4pp |
| Employer contribution / active EE | $10,886 | $2,613+316.7% | $3,793+187.0% | $2,545+327.7% |
| Participant deferral / active EE | $8,129 | $4,274+90.2% | $6,254+30.0% | $4,239+91.8% |
| Admin fee / account holder | $157 | $337-53.5% | $8,124-98.1% | $594-73.6% |