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 | $83,575+80.4% | $66,439+127.0% | $65,191+131.3% |
| Participation rate | 45.5% | 71.6%-26.1pp | 74.5%-29.0pp | 63.0%-17.5pp |
| Annual return | 12.95% | 12.38%+0.6pp | 757.66%-744.7pp | 51.24%-38.3pp |
| Employer contribution / active EE | $1,952 | $2,903-32.8% | $2,637-26.0% | $2,400-18.7% |
| Participant deferral / active EE | $2,786 | $3,365-17.2% | $3,876-28.1% | $2,671+4.3% |
| Admin fee / account holder | $80 | $234-65.7% | $6,173-98.7% | $907-91.1% |