Filed September 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $37,791 |
Filed as: MAYFLOWER FINANICAL ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $11,788 |
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 | $229,041 | $74,706+206.6% | $75,714+202.5% | $79,391+188.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 13.81% | 18.52%-4.7pp | 104.62%-90.8pp | 116.88%-103.1pp |
| Employer contribution / active EE | $6,676 | $2,590+157.8% | $2,744+143.3% | $2,428+175.0% |
| Participant deferral / active EE | $5,947 | $3,533+68.3% | $3,820+55.7% | $4,046+47.0% |
| Admin fee / account holder | $130 | $374-65.4% | $3,619-96.4% | $627-79.3% |