Filed February 28, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $35,793 |
BLAZEK & VETTERLING8 years Service code 10 · EIN 76-0269860 2900 WESLAYAN ST STE 200 · HOUSTON, TX 770275180 | Accounting | $14,750 |
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 | $87,298 | $84,045+3.9% | $77,361+12.8% | $69,255+26.1% |
| Participation rate | 97.7% | 71.8%+25.9pp | 75.0%+22.7pp | 69.0%+28.6pp |
| Annual return | 10.92% | 12.46%-1.5pp | 1011.54%-1000.6pp | 26.73%-15.8pp |
| Employer contribution / active EE | $3,857 | $2,954+30.5% | $2,990+29.0% | $2,645+45.8% |
| Participant deferral / active EE | $4,628 | $3,349+38.2% | $3,911+18.3% | $2,890+60.1% |
| Admin fee / account holder | $94 | $239-60.7% | $5,894-98.4% | $733-87.2% |