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 | $20,949 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,922 | $80,138+120.8% | $130,231+35.9% | $71,511+147.4% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | 26.62% | 16.81%+9.8pp | 38.86%-12.2pp | 28.86%-2.2pp |
| Employer contribution / active EE | $8,750 | $2,834+208.7% | $4,126+112.1% | $2,589+237.9% |
| Participant deferral / active EE | $8,569 | $4,641+84.7% | $6,799+26.0% | $4,291+99.7% |
| Admin fee / account holder | $160 | $1,035-84.5% | $6,020-97.3% | $1,588-89.9% |