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 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,979 | $50,637+144.8% | $86,590+43.2% | $62,292+99.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.72% | 20.80%-1.1pp | 964.84%-945.1pp | 28.90%-9.2pp |
| Employer contribution / active EE | $14,724 | $2,075+609.5% | $2,839+418.6% | $2,042+621.0% |
| Participant deferral / active EE | $9,076 | $2,611+247.6% | $3,609+151.5% | $3,169+186.4% |
| Admin fee / account holder | $0 | $413-99.9% | $4,906-100.0% | $479-99.9% |