Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,000 |
GRAY CALLISON & CO3+ years Filed as: GRAY CALLISON & CO PA Service code 10 · EIN 56-1285792 | Accounting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$192,415 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,955 | $89,274+13.1% | $149,721-32.6% | $77,958+29.5% |
| Participation rate | 98.3% | 87.6%+10.6pp | 87.1%+11.2pp | 71.6%+26.6pp |
| Annual return | 20.23% | 20.36%-0.1pp | 1501.67%-1481.4pp | 20.87%-0.6pp |
| Employer contribution / active EE | $6,344 | $3,727+70.2% | $5,444+16.5% | $2,310+174.6% |
| Participant deferral / active EE | $5,181 | $5,382-3.7% | $6,568-21.1% | $3,537+46.5% |
| Admin fee / account holder | $24 | $240-89.9% | $11,282-99.8% | $97-75.1% |