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 | $91,710+125.2% | $67,560+205.7% | $77,762+165.6% |
| Participation rate | 87.8% | 76.0%+11.8pp | 72.9%+14.8pp | 70.6%+17.2pp |
| Annual return | 14.54% | 14.88%-0.3pp | 3533.50%-3519.0pp | 31.27%-16.7pp |
| Employer contribution / active EE | $3,909 | $3,187+22.6% | $2,737+42.8% | $2,728+43.3% |
| Participant deferral / active EE | $5,037 | $3,911+28.8% | $4,004+25.8% | $4,651+8.3% |
| Admin fee / account holder | $246 | $245+0.4% | $3,994-93.8% | $433-43.2% |