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 | $83,575+59.2% | $66,439+100.3% | $65,191+104.1% |
| Participation rate | 98.9% | 71.6%+27.3pp | 74.5%+24.4pp | 63.0%+35.9pp |
| Annual return | 11.44% | 12.38%-0.9pp | 757.66%-746.2pp | 51.24%-39.8pp |
| Employer contribution / active EE | $11,065 | $2,903+281.2% | $2,637+319.6% | $2,400+361.0% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $3,876-100.0% | $2,671-100.0% |
| Admin fee / account holder | $69 | $234-70.5% | $6,173-98.9% | $907-92.4% |