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 | $93,351-6.5% | $62,929+38.7% | $79,634+9.6% |
| Participation rate | 97.7% | 74.6%+23.1pp | 73.1%+24.6pp | 62.5%+35.2pp |
| Annual return | 10.92% | 14.37%-3.4pp | 1063.93%-1053.0pp | 36.46%-25.5pp |
| Employer contribution / active EE | $3,857 | $3,135+23.0% | $2,505+54.0% | $2,529+52.5% |
| Participant deferral / active EE | $4,628 | $3,921+18.0% | $3,888+19.0% | $3,835+20.7% |
| Admin fee / account holder | $94 | $229-59.0% | $5,065-98.1% | $1,002-90.6% |