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 13 · EIN 42-0127290 | Contract Administrator | $1,481 |
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 | $85,907 | $79,523+8.0% | $140,016-38.6% | $56,287+52.6% |
| Participation rate | 95.6% | 85.7%+9.9pp | 87.5%+8.1pp | 69.9%+25.8pp |
| Annual return | -3.89% | 2.39%-6.3pp | 651.12%-655.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,737 | $3,350-18.3% | $5,606-51.2% | $2,111+29.6% |
| Participant deferral / active EE | $3,746 | $5,129-27.0% | $6,927-45.9% | $3,350+11.8% |
| Admin fee / account holder | $9 | $614-98.5% | $10,705-99.9% | $521-98.3% |