Filed November 10, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS5+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $36,657 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $7,945 |
Filed as: STANLEY BENEFIT SERVICES INC Service code 15 · EIN 20-4006400 | Recordkeeping | $5,232 |
SMITH KESLER & COMPANY, PA2 years Service code 10 · EIN 57-0641613 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,404 | $63,114-2.7% | $92,893-33.9% | $65,185-5.8% |
| Participation rate | 83.1% | 68.8%+14.4pp | 76.0%+7.1pp | 70.2%+12.9pp |
| Annual return | 16.48% | 28.75%-12.3pp | 109.41%-92.9pp | 29.38%-12.9pp |
| Employer contribution / active EE | $1,545 | $2,571-39.9% | $3,653-57.7% | $2,177-29.0% |
| Participant deferral / active EE | $3,202 | $3,108+3.0% | $4,236-24.4% | $3,514-8.9% |
| Admin fee / account holder | $154 | $624-75.2% | $5,794-97.3% | $847-81.8% |