Filed January 22, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $21,827 |
EISNERAMPER LLP2 years Filed as: EISNER AMPER, LLP Service code 11 · EIN 87-1363769 PO BOX 360635 · PITTSBURGH, PA 15251 | Actuarial | $13,125 |
PLANPILOT, LLC1 year Filed as: PLANPILOT LLC Service code 49 · EIN 45-4168388 223 WEST JACKSON BLVD., SUITE 800 · CHICAGO, IL 60606 | Other Services | $8,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,512 | $91,710+41.2% | $67,560+91.7% | $77,762+66.5% |
| Participation rate | 96.8% | 76.0%+20.8pp | 72.9%+23.9pp | 70.6%+26.2pp |
| Annual return | 12.79% | 14.88%-2.1pp | 3533.50%-3520.7pp | 31.27%-18.5pp |
| Employer contribution / active EE | $1,858 | $3,187-41.7% | $2,737-32.1% | $2,728-31.9% |
| Participant deferral / active EE | $11,598 | $3,911+196.6% | $4,004+189.7% | $4,651+149.4% |
| Admin fee / account holder | $82 | $245-66.6% | $3,994-97.9% | $433-81.1% |