Filed December 18, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $18,733 |
PKF O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE, SUITE 301 · HARRISON, NY 105281648 | Accounting | $17,000 |
WELL AND GOOD LLC4 years Service code 27 · EIN 27-1728945 1710 ADAMS ST · MADISON, WI 537112142 | Advisory (Plan) | $13,200 |
Service code 16 · EIN 26-1233837 19825B NORTH COVE RD #105 · CORNELIUS, NC 280316445 | Consulting | $4,816 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,232 | $65,322+59.6% | $70,462+47.9% | $73,493+41.8% |
| Participation rate | 98.8% | 77.0%+21.8pp | 75.1%+23.7pp | 70.7%+28.1pp |
| Annual return | 4.50% | 15.71%-11.2pp | 109.08%-104.6pp | 28.51%-24.0pp |
| Employer contribution / active EE | $6,980 | $2,460+183.8% | $2,737+155.0% | $2,270+207.5% |
| Participant deferral / active EE | $7,204 | $3,375+113.5% | $3,710+94.2% | $3,740+92.6% |
| Admin fee / account holder | $78 | $214-63.6% | $3,845-98.0% | $513-84.8% |