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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,809 | $63,768+207.1% | $98,483+98.8% | $79,391+146.6% |
| Participation rate | 96.4% | 69.9%+26.5pp | 73.3%+23.0pp | 70.7%+25.7pp |
| Annual return | 15.54% | 626.18%-610.6pp | 1494.38%-1478.8pp | 116.88%-101.3pp |
| Employer contribution / active EE | $14,685 | $2,558+474.2% | $2,961+396.0% | $2,428+504.9% |
| Participant deferral / active EE | $9,302 | $3,305+181.5% | $4,276+117.5% | $4,046+129.9% |
| Admin fee / account holder | $0 | $516-100.0% | $5,953-100.0% | $627-100.0% |