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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,619 | $57,281+260.7% | $86,612+138.6% | $75,163+174.9% |
| Participation rate | 98.8% | 63.2%+35.6pp | 71.7%+27.1pp | 67.2%+31.6pp |
| Annual return | 18.64% | 2670.75%-2652.1pp | 591.07%-572.4pp | 160.62%-142.0pp |
| Employer contribution / active EE | $20,420 | $2,314+782.3% | $3,022+575.6% | $2,670+664.8% |
| Participant deferral / active EE | $12,425 | $3,318+274.5% | $4,438+180.0% | $4,125+201.2% |
| Admin fee / account holder | -$78 | $4,112-101.9% | $5,614-101.4% | $5,651-101.4% |