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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $144,345 | $51,620+179.6% | $90,281+59.9% | $65,185+121.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 24.19% | 24.94%-0.7pp | 78.10%-53.9pp | 29.38%-5.2pp |
| Employer contribution / active EE | $14,772 | $2,235+561.1% | $2,854+417.5% | $2,177+578.7% |
| Participant deferral / active EE | $8,941 | $2,871+211.5% | $3,885+130.1% | $3,514+154.5% |
| Admin fee / account holder | $0 | $384-99.9% | $5,351-100.0% | $847-100.0% |