Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 11 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $231,226 |
Filed as: FIDUCIARY VEST LLC Service code 27 · EIN 20-2217636 | Advisory (Plan) | $40,000 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $19,032 |
PNC BANK, N.A.1 year Filed as: PNC CAPITAL ADVISORS Service code 27 · EIN 27-0640560 | Advisory (Plan) | $17,678 |
Filed as: BUCKHEAD CAPITAL MANAGEMENT Service code 27 · EIN 58-2552872 | Advisory (Plan) | $6,332 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | 1.43% | -1.43%+2.9pp | -0.70%+2.1pp | -0.69%+2.1pp |
| Employer contribution / active EE | $62,000 | $25,105+147.0% | $28,903+114.5% | $16,786+269.3% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |