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 | $84,045+58.3% | $77,361+72.0% | $69,255+92.2% |
| Participation rate | 98.9% | 71.8%+27.1pp | 75.0%+23.9pp | 69.0%+29.8pp |
| Annual return | 11.44% | 12.46%-1.0pp | 1011.54%-1000.1pp | 26.73%-15.3pp |
| Employer contribution / active EE | $11,065 | $2,954+274.5% | $2,990+270.1% | $2,645+318.3% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $3,911-100.0% | $2,890-100.0% |
| Admin fee / account holder | $69 | $239-71.1% | $5,894-98.8% | $733-90.6% |