Filed September 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $38,286 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,967 | $69,745+202.5% | $67,511+212.5% | $74,546+183.0% |
| Participation rate | 91.1% | 71.3%+19.8pp | 72.9%+18.2pp | 67.2%+23.9pp |
| Annual return | 12.56% | -40.37%+52.9pp | 3517.41%-3504.8pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $8,838 | $2,705+226.7% | $2,733+223.4% | $2,624+236.8% |
| Participant deferral / active EE | $8,192 | $3,636+125.3% | $4,000+104.8% | $4,347+88.4% |
| Admin fee / account holder | $109 | $894-87.8% | $3,999-97.3% | $1,944-94.4% |