Filed November 25, 2025 (most recent of 4 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $6,530 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $660 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,725 | $52,467+88.2% | $57,196+72.6% | $55,167+79.0% |
| Participation rate | 83.9% | 75.8%+8.0pp | 75.3%+8.6pp | 69.0%+14.9pp |
| Annual return | 0.93% | 7.72%-6.8pp | 14.59%-13.7pp | 169.23%-168.3pp |
| Employer contribution / active EE | $3,360 | $2,477+35.6% | $2,683+25.2% | $1,963+71.2% |
| Participant deferral / active EE | $5,878 | $2,830+107.7% | $3,096+89.9% | $3,054+92.5% |
| Admin fee / account holder | $20 | $269-92.6% | $3,141-99.4% | $504-96.0% |