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 | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,748 | $66,124+153.7% | $90,404+85.6% | $73,488+128.3% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 16.14% | 17.65%-1.5pp | 1293.02%-1276.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $15,242 | $2,346+549.6% | $3,262+367.3% | $2,270+571.4% |
| Participant deferral / active EE | $9,617 | $3,039+216.5% | $3,963+142.7% | $3,740+157.2% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |