Filed March 17, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $79,958 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $53,654 |
WEAVER AND TIDWELL, LLP10+ years Service code 10 · EIN 75-0786316 | Accounting | $16,800 |
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 | $116,286 | $96,805+20.1% | $153,741-24.4% | $77,762+49.5% |
| Participation rate | 97.1% | 81.6%+15.4pp | 77.1%+20.0pp | 70.6%+26.5pp |
| Annual return | 23.81% | 14.39%+9.4pp | 15.71%+8.1pp | 31.27%-7.5pp |
| Employer contribution / active EE | $8,919 | $5,232+70.4% | $5,042+76.9% | $2,728+226.9% |
| Participant deferral / active EE | $10,365 | $6,601+57.0% | $6,757+53.4% | $4,651+122.9% |
| Admin fee / account holder | $143 | $182-21.4% | $12,749-98.9% | $433-66.9% |