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 | -$15,748 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,619 | $57,305+260.6% | $86,640+138.5% | $75,173+174.9% |
| Participation rate | 98.8% | 63.2%+35.6pp | 71.7%+27.1pp | 67.2%+31.6pp |
| Annual return | 18.64% | 2674.24%-2655.6pp | 592.52%-573.9pp | 160.72%-142.1pp |
| Employer contribution / active EE | $20,420 | $2,316+781.6% | $3,024+575.2% | $2,671+664.5% |
| Participant deferral / active EE | $12,425 | $3,320+274.3% | $4,438+180.0% | $4,126+201.1% |
| Admin fee / account holder | -$78 | $4,116-101.9% | $5,616-101.4% | $5,651-101.4% |