Filed September 15, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,834 |
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $8,025 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,473 | $69,774+49.7% | $67,575+54.6% | $74,459+40.3% |
| Participation rate | 99.2% | 71.4%+27.8pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 15.85% | -40.53%+56.4pp | 3528.98%-3513.1pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $8,437 | $2,710+211.3% | $2,736+208.4% | $2,626+221.3% |
| Participant deferral / active EE | $5,411 | $3,636+48.8% | $4,003+35.1% | $4,350+24.4% |
| Admin fee / account holder | $39 | $890-95.6% | $3,993-99.0% | $1,945-98.0% |