Filed January 22, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 50 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Direct Payment | $28,863 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER LLC Service code 10 · EIN 87-1363769 PO BOX 360635 · PITTSBURG, PA 15251 | Accounting | $8,400 |
PLANPILOT, LLC1 year Filed as: PLANPILOT Service code 27 · EIN 45-4168388 223 WEST JACKSON BLVD · CHICAGO, IL 60606 | Advisory (Plan) | $8,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,076 | $86,795+53.3% | $67,681+96.6% | $64,728+105.6% |
| Participation rate | 98.9% | 71.7%+27.2pp | 73.7%+25.1pp | 57.9%+41.0pp |
| Annual return | 11.44% | 12.58%-1.1pp | 590.58%-579.1pp | 49.38%-37.9pp |
| Employer contribution / active EE | $11,065 | $2,837+289.9% | $2,678+313.1% | $2,243+393.4% |
| Participant deferral / active EE | $0 | $3,430-100.0% | $3,976-100.0% | $2,729-100.0% |
| Admin fee / account holder | $69 | $238-71.0% | $6,100-98.9% | $1,145-94.0% |