Filed August 1, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BATTLE GROUND ACADEMY1 year Service code 99 · EIN 11-1000111 | Other Fees | $17,176 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MNGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $238 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,537 | $65,322+61.6% | $70,494+49.7% | $73,497+43.6% |
| Participation rate | 82.5% | 77.0%+5.6pp | 75.1%+7.5pp | 70.7%+11.8pp |
| Annual return | 17.16% | 15.71%+1.4pp | 109.16%-92.0pp | 28.51%-11.4pp |
| Employer contribution / active EE | $2,462 | $2,460+0.1% | $2,738-10.1% | $2,270+8.4% |
| Participant deferral / active EE | $3,983 | $3,375+18.0% | $3,711+7.3% | $3,740+6.5% |
| Admin fee / account holder | $121 | $214-43.4% | $3,848-96.9% | $513-76.4% |