Filed July 8, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,329 | $41,854+106.3% | $73,836+16.9% | $52,331+65.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 26.58% | 2.11%+24.5pp | 2268.06%-2241.5pp | 4.54%+22.0pp |
| Employer contribution / active EE | $13,256 | $1,920+590.3% | $2,787+375.5% | $1,882+604.5% |
| Participant deferral / active EE | $7,988 | $2,498+219.7% | $3,583+122.9% | $3,022+164.3% |
| Admin fee / account holder | $0 | $493-99.9% | $4,882-100.0% | $592-99.9% |