Filed June 26, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $245,244 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,739 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,805 | $67,512-27.7% | $185,854-73.7% | $93,010-47.5% |
| Participation rate | 92.0% | 67.1%+24.9pp | 81.7%+10.3pp | 73.9%+18.1pp |
| Annual return | 12.75% | 21.04%-8.3pp | 122.12%-109.4pp | 158.70%-146.0pp |
| Employer contribution / active EE | $6,266 | $1,783+251.4% | $5,169+21.2% | $2,705+131.6% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $108 | $318-66.1% | $16,246-99.3% | $152-29.0% |