Filed October 10, 2025 (most recent of 10 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2647786 | Investment Management | $40,398 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $39,275 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $256,363-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.2%-34.2pp | 0.0%0pp |
| Annual return | 1.36% | 10.20%-8.8pp | 5.46%-4.1pp | 10.20%-8.8pp |
| Employer contribution / active EE | $0 | $15,145-100.0% | $28,604-100.0% | $15,145-100.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $20-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $6,551-100.0% | - |