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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,959 | $51,197+232.0% | $82,719+105.5% | $66,914+154.0% |
| Participation rate | 98.0% | 67.8%+30.2pp | 72.6%+25.5pp | 69.8%+28.2pp |
| Annual return | -15.38% | -9.64%-5.7pp | 701.18%-716.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $20,654 | $2,611+691.1% | $3,009+586.4% | $2,544+711.8% |
| Participant deferral / active EE | $12,563 | $3,458+263.3% | $4,395+185.8% | $4,237+196.5% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |