Filed June 26, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $304,015 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $101,238 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,182 | $67,512-25.7% | $185,854-73.0% | $93,010-46.0% |
| Participation rate | 87.6% | 67.1%+20.5pp | 81.7%+5.9pp | 73.9%+13.7pp |
| Annual return | 14.71% | 21.04%-6.3pp | 122.12%-107.4pp | 158.70%-144.0pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $5,485 | $3,035+80.7% | $5,569-1.5% | $4,561+20.3% |
| Admin fee / account holder | $114 | $318-64.1% | $16,246-99.3% | $152-24.8% |