Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,000 |
GRAY CALLISON & CO4+ years Filed as: GRAY CALLISON & CO PA Service code 10 · EIN 56-1285792 | Accounting | $10,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$137,394 |
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 | $99,033 | $82,546+20.0% | $140,019-29.3% | $75,289+31.5% |
| Participation rate | 98.0% | 88.4%+9.6pp | 87.5%+10.5pp | 72.4%+25.6pp |
| Annual return | -5.15% | -0.36%-4.8pp | 651.19%-656.3pp | -0.04%-5.1pp |
| Employer contribution / active EE | $6,858 | $3,856+77.8% | $5,605+22.3% | $2,405+185.1% |
| Participant deferral / active EE | $5,826 | $5,731+1.7% | $6,927-15.9% | $3,739+55.8% |
| Admin fee / account holder | $45 | $86-48.1% | $10,705-99.6% | $102-56.5% |