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 | $50 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $117,198 | $44,873+161.2% | $79,467+47.5% | $56,289+108.2% |
| Participation rate | 99.2% | 68.7%+30.4pp | 73.3%+25.8pp | 69.9%+29.3pp |
| Annual return | -8.02% | 0.81%-8.8pp | 718.30%-726.3pp | -9.96%+1.9pp |
| Employer contribution / active EE | $14,233 | $2,140+565.1% | $2,800+408.3% | $2,111+574.2% |
| Participant deferral / active EE | $8,723 | $2,746+217.7% | $3,704+135.5% | $3,350+160.4% |
| Admin fee / account holder | $0 | $418-99.9% | $5,104-100.0% | $521-100.0% |