Filed January 7, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $2,325 |
DEAWM TRUST COMPANY1+ years Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $120,890 | $72,770+66.1% | $67,652+78.7% | $55,191+119.0% |
| Participation rate | 75.0% | 78.8%-3.7pp | 75.7%-0.6pp | 69.2%+5.9pp |
| Annual return | 1.50% | -3.26%+4.8pp | 6625.04%-6623.5pp | 10.78%-9.3pp |
| Employer contribution / active EE | $4,223 | $1,769+138.7% | $2,266+86.4% | $1,899+122.4% |
| Participant deferral / active EE | $7,430 | $3,408+118.0% | $3,560+108.7% | $3,046+143.9% |
| Admin fee / account holder | $3 | $79-95.8% | $4,821-99.9% | $91-96.3% |