Filed August 4, 2025 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $5,095 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $480 |
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 | $105,898 | $89,739+18.0% | $149,718-29.3% | $62,292+70.0% |
| Participation rate | 92.9% | 85.1%+7.8pp | 87.1%+5.8pp | 69.5%+23.4pp |
| Annual return | 15.77% | 21.01%-5.2pp | 1501.63%-1485.9pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,756 | $3,233-14.8% | $5,445-49.4% | $2,042+34.9% |
| Participant deferral / active EE | $3,538 | $4,797-26.2% | $6,569-46.1% | $3,169+11.6% |
| Admin fee / account holder | $3 | $551-99.4% | $11,283-100.0% | $479-99.3% |