Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 11 employees
| Provider | Service type | Compensation |
|---|---|---|
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Service code 11 · EIN 13-3689044 | Actuarial | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | -0.21% | -0.13%-0.1pp | -1.10%+0.9pp | 1.67%-1.9pp |
| Employer contribution / active EE | $10,632 | $11,793-9.8% | $27,248-61.0% | $10,506+1.2% |
| Participant deferral / active EE | $0 | $75-100.0% | $105-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |