Filed August 6, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $320,267 |
Service code 28 · EIN 39-0394950 | Investment Management | $40,833 |
RICHEY MAY & CO LLP3+ years Filed as: RICHEY MAY & CO. Service code 10 · EIN 71-0911208 | Accounting | $10,050 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,154 | $96,400-79.1% | $149,721-86.5% | $177,276-88.6% |
| Participation rate | 94.2% | 88.9%+5.3pp | 87.1%+7.2pp | 74.8%+19.4pp |
| Annual return | 30.60% | 19.02%+11.6pp | 1501.67%-1471.1pp | 21.25%+9.3pp |
| Employer contribution / active EE | $0 | $3,680-100.0% | $5,444-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $4,948 | $5,510-10.2% | $6,568-24.7% | $3,881+27.5% |
| Admin fee / account holder | $63 | $69-8.9% | $11,282-99.4% | $154-59.0% |