Filed June 17, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $49,081 |
Service code 29 · EIN 45-4427424 | Legal | $5,137 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISORS, INC Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,705 | $56,095-20.3% | $178,498-75.0% | $90,274-50.5% |
| Participation rate | 82.9% | 65.6%+17.3pp | 81.9%+1.0pp | 73.4%+9.5pp |
| Annual return | 19.94% | 28.81%-8.9pp | 151.09%-131.2pp | 53.97%-34.0pp |
| Employer contribution / active EE | $641 | $1,572-59.2% | $5,011-87.2% | $2,523-74.6% |
| Participant deferral / active EE | $2,549 | $2,669-4.5% | $5,202-51.0% | $4,231-39.7% |
| Admin fee / account holder | $47 | $101-52.9% | $13,985-99.7% | $114-58.4% |