Filed August 26, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $18,546 |
VBA BENEFITS CORPORATION5+ years Service code 14 · EIN 54-1741662 | Plan Administrator | $14,018 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,184 | $98,982+25.5% | $162,163-23.4% | $65,185+90.5% |
| Participation rate | 94.8% | 85.8%+9.0pp | 87.6%+7.3pp | 70.2%+24.6pp |
| Annual return | 22.21% | 24.84%-2.6pp | 115.59%-93.4pp | 29.38%-7.2pp |
| Employer contribution / active EE | $2,661 | $3,467-23.2% | $5,614-52.6% | $2,177+22.2% |
| Participant deferral / active EE | $5,014 | $5,384-6.9% | $7,298-31.3% | $3,514+42.7% |
| Admin fee / account holder | $125 | $596-79.0% | $10,843-98.8% | $847-85.2% |