Filed October 5, 2025 (most recent of 2 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $29,783 |
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 | $140,843 | $55,002+156.1% | $59,899+135.1% | $56,289+150.2% |
| Participation rate | 99.6% | 75.9%+23.6pp | 74.7%+24.9pp | 69.9%+29.7pp |
| Annual return | -4.49% | 1.13%-5.6pp | 3.46%-8.0pp | -9.96%+5.5pp |
| Employer contribution / active EE | $10,479 | $2,448+328.1% | $2,723+284.8% | $2,111+396.3% |
| Participant deferral / active EE | $7,408 | $3,121+137.4% | $3,402+117.7% | $3,350+121.1% |
| Admin fee / account holder | $69 | $236-70.8% | $3,592-98.1% | $521-86.8% |