Filed July 1, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $52,908 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 11101 SWITZER RD., SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $52,308 |
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 | $5,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,359 | $79,151+31.8% | $60,906+71.3% | $64,819+61.0% |
| Participation rate | 95.4% | 77.7%+17.7pp | 73.1%+22.3pp | 71.5%+23.9pp |
| Annual return | -12.99% | -7.12%-5.9pp | 16.94%-29.9pp | 32.84%-45.8pp |
| Employer contribution / active EE | $5,858 | $3,052+91.9% | $2,703+116.7% | $2,507+133.7% |
| Participant deferral / active EE | $4,487 | $3,727+20.4% | $3,814+17.6% | $4,311+4.1% |
| Admin fee / account holder | $178 | $106+68.7% | $3,227-94.5% | $188-5.0% |