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 | $93,351+42.6% | $62,929+111.5% | $79,634+67.1% |
| Participation rate | 98.9% | 74.6%+24.2pp | 73.1%+25.7pp | 62.5%+36.4pp |
| Annual return | 11.44% | 14.37%-2.9pp | 1063.93%-1052.5pp | 36.46%-25.0pp |
| Employer contribution / active EE | $11,065 | $3,135+253.0% | $2,505+341.8% | $2,529+337.5% |
| Participant deferral / active EE | $0 | $3,921-100.0% | $3,888-100.0% | $3,835-100.0% |
| Admin fee / account holder | $69 | $229-69.8% | $5,065-98.6% | $1,002-93.1% |