Filed September 15, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,894 |
WELL AND GOOD LLC4 years Filed as: WELL AND GOOD, LLC Service code 24 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Discretionary Trustee | $7,200 |
EISNERAMPER LLP1 year Filed as: EISNER AM;ER LLP Service code 10 · EIN 87-1363769 PO BOX 360635 · PITTSBURGH, PA 152516600 | Accounting | $6,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,610 | $60,989+165.0% | $60,919+165.3% | $66,949+141.4% |
| Participation rate | 77.6% | 74.5%+3.1pp | 73.1%+4.5pp | 69.8%+7.8pp |
| Annual return | -8.75% | -9.60%+0.8pp | 16.96%-25.7pp | 1.57%-10.3pp |
| Employer contribution / active EE | $9,257 | $2,661+247.9% | $2,704+242.4% | $2,545+263.7% |
| Participant deferral / active EE | $4,138 | $3,615+14.5% | $3,814+8.5% | $4,239-2.4% |
| Admin fee / account holder | $103 | $338-69.7% | $3,228-96.8% | $594-82.7% |