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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,959 | $51,223+231.8% | $82,763+105.4% | $66,949+153.9% |
| Participation rate | 98.0% | 67.9%+30.1pp | 72.6%+25.5pp | 69.8%+28.2pp |
| Annual return | -15.38% | -9.85%-5.5pp | 702.45%-717.8pp | 1.57%-16.9pp |
| Employer contribution / active EE | $20,654 | $2,611+691.1% | $3,008+586.6% | $2,545+711.4% |
| Participant deferral / active EE | $12,563 | $3,460+263.0% | $4,395+185.8% | $4,239+196.4% |
| Admin fee / account holder | $0 | $415-100.0% | $5,325-100.0% | $594-100.0% |