Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $312,697 |
FRAZIER & DEETER, LLC2 years Service code 10 · EIN 58-1433845 | Accounting | $30,950 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $6,191 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,916 | $71,757-91.8% | $75,906-92.2% | $82,204-92.8% |
| Participation rate | 99.7% | 69.0%+30.7pp | 69.3%+30.4pp | 73.4%+26.3pp |
| Annual return | 30.45% | 22.77%+7.7pp | 30.73%-0.3pp | 26.31%+4.1pp |
| Employer contribution / active EE | $969 | $2,325-58.3% | $2,501-61.3% | $2,707-64.2% |
| Participant deferral / active EE | $1,371 | $3,327-58.8% | $3,604-61.9% | $4,246-67.7% |
| Admin fee / account holder | $39 | $87-55.0% | $5,421-99.3% | $76-48.3% |