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 | $86,795+0.6% | $67,681+29.0% | $64,728+34.9% |
| Participation rate | 97.7% | 71.7%+26.0pp | 73.7%+24.0pp | 57.9%+39.8pp |
| Annual return | 10.92% | 12.58%-1.7pp | 590.58%-579.7pp | 49.38%-38.5pp |
| Employer contribution / active EE | $3,857 | $2,837+35.9% | $2,678+44.0% | $2,243+72.0% |
| Participant deferral / active EE | $4,628 | $3,430+34.9% | $3,976+16.4% | $2,729+69.6% |
| Admin fee / account holder | $94 | $238-60.5% | $6,100-98.5% | $1,145-91.8% |