Filed February 25, 2026 (most recent of 2 filings on file)
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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 | $206,513 | $91,621+125.4% | $67,511+205.9% | $77,671+165.9% |
| Participation rate | 87.8% | 76.0%+11.8pp | 72.9%+14.9pp | 70.6%+17.2pp |
| Annual return | 14.54% | 14.87%-0.3pp | 3517.41%-3502.9pp | 31.21%-16.7pp |
| Employer contribution / active EE | $3,909 | $3,184+22.8% | $2,733+43.1% | $2,726+43.4% |
| Participant deferral / active EE | $5,037 | $3,906+28.9% | $4,000+25.9% | $4,648+8.4% |
| Admin fee / account holder | $246 | $176+39.5% | $3,999-93.8% | $430-42.9% |