Filed July 1, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $71,257 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $43,750 |
TAIT WELLER & BAKER1 year Filed as: TAIT, WELLER & BAKER LLP Service code 10 · EIN 23-1144520 50 S. 16TH STREET, SUITE 2900 · PHILADELPHIA, PA 19102 | Accounting | $5,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,223 | $144,511-10.6% | $67,560+91.3% | - |
| Participation rate | 97.2% | 69.6%+27.6pp | 72.9%+24.3pp | - |
| Annual return | 11.42% | 20.85%-9.4pp | 3533.50%-3522.1pp | - |
| Employer contribution / active EE | $7,044 | $2,331+202.2% | $2,737+157.4% | - |
| Participant deferral / active EE | $5,528 | $3,447+60.3% | $4,004+38.0% | - |
| Admin fee / account holder | $199 | $8,271-97.6% | $3,994-95.0% | - |