Filed September 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $34,626 |
Filed as: MAYFLOWER FINANICAL ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $19,000 |
Filed as: THE ANGELL PENSION GROUP Service code 14 · EIN 04-2530412 | Plan Administrator | $9,660 |
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 | $198,040 | $65,582+202.0% | $64,097+209.0% | $71,529+176.9% |
| Participation rate | 96.1% | 73.2%+22.9pp | 72.3%+23.8pp | 67.9%+28.2pp |
| Annual return | 16.02% | 18.96%-2.9pp | 33.75%-17.7pp | 28.97%-12.9pp |
| Employer contribution / active EE | $7,544 | $2,671+182.5% | $2,750+174.3% | $2,590+191.3% |
| Participant deferral / active EE | $7,044 | $3,628+94.1% | $3,881+81.5% | $4,291+64.1% |
| Admin fee / account holder | $152 | $616-75.3% | $3,070-95.0% | $1,588-90.4% |