Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FRAZIER & DEETER, LLC1+ years Service code 10 · EIN 58-1433845 | Accounting | $20,450 |
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $15,134 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,661 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,130 | $44,059+50.1% | $71,671-7.7% | $69,634-5.0% |
| Participation rate | 87.2% | 60.8%+26.5pp | 68.7%+18.5pp | 70.7%+16.6pp |
| Annual return | 20.78% | 21.97%-1.2pp | 20.65%+0.1pp | 27572.26%-27551.5pp |
| Employer contribution / active EE | $2,052 | $1,305+57.2% | $2,460-16.6% | $2,032+1.0% |
| Participant deferral / active EE | $4,559 | $2,370+92.4% | $3,438+32.6% | $3,224+41.4% |
| Admin fee / account holder | $83 | $108-22.9% | $5,558-98.5% | $110-24.8% |