Filed November 25, 2025 (most recent of 4 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA- TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $29,609 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 64 · EIN 27-4411131 | Recordkeeping Fees | $1,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,797 | $93,351+61.5% | $62,929+139.6% | $79,634+89.4% |
| Participation rate | 45.5% | 74.6%-29.1pp | 73.1%-27.6pp | 62.5%-17.0pp |
| Annual return | 12.95% | 14.37%-1.4pp | 1063.93%-1051.0pp | 36.46%-23.5pp |
| Employer contribution / active EE | $1,952 | $3,135-37.7% | $2,505-22.1% | $2,529-22.8% |
| Participant deferral / active EE | $2,786 | $3,921-29.0% | $3,888-28.4% | $3,835-27.4% |
| Admin fee / account holder | $80 | $229-64.9% | $5,065-98.4% | $1,002-92.0% |