Filed October 5, 2025 (most recent of 2 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
MARCUM LLP2 years Service code 10 · EIN 11-1986323 | Accounting | $17,716 |
K&L GATES1 year Filed as: K & L GATES LLP Service code 27 · EIN 25-0921018 | Advisory (Plan) | $9,215 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,073 | $60,795+178.1% | $69,455+143.4% | $65,185+159.4% |
| Participation rate | 99.6% | 74.9%+24.7pp | 74.6%+24.9pp | 70.2%+29.4pp |
| Annual return | 20.27% | 17.46%+2.8pp | 28.97%-8.7pp | 29.38%-9.1pp |
| Employer contribution / active EE | $11,269 | $2,452+359.6% | $2,779+305.5% | $2,177+417.8% |
| Participant deferral / active EE | $8,141 | $3,162+157.5% | $3,535+130.3% | $3,514+131.7% |
| Admin fee / account holder | $60 | $314-80.8% | $3,839-98.4% | $847-92.9% |