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 | $91,692+125.2% | $67,561+205.7% | $77,714+165.7% |
| Participation rate | 87.8% | 76.0%+11.7pp | 72.9%+14.9pp | 70.6%+17.2pp |
| Annual return | 14.54% | 14.88%-0.3pp | 3525.44%-3510.9pp | 31.26%-16.7pp |
| Employer contribution / active EE | $3,909 | $3,188+22.6% | $2,735+42.9% | $2,727+43.4% |
| Participant deferral / active EE | $5,037 | $3,912+28.8% | $4,003+25.8% | $4,649+8.3% |
| Admin fee / account holder | $246 | $245+0.5% | $4,006-93.9% | $433-43.2% |