Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $16,867 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,577 |
FRAZIER & DEETER, LLC2+ years Service code 10 · EIN 58-1433845 | Accounting | $5,000 |
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 | $60,689 | $41,467+46.4% | $67,313-9.8% | $55,727+8.9% |
| Participation rate | 88.6% | 62.5%+26.1pp | 69.1%+19.5pp | 70.9%+17.7pp |
| Annual return | -4.00% | 0.82%-4.8pp | -4.08%+0.1pp | 244.94%-248.9pp |
| Employer contribution / active EE | $2,545 | $1,316+93.3% | $2,566-0.8% | $2,078+22.4% |
| Participant deferral / active EE | $5,202 | $2,399+116.8% | $3,568+45.8% | $3,356+55.0% |
| Admin fee / account holder | $39 | $102-62.2% | $4,507-99.1% | $115-66.5% |