Filed November 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $90,829 |
ZELENKOFSKE AXELROD LLC5+ years Service code 10 · EIN 23-3022325 | Accounting | $23,700 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $392 |
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 | $153,621 | $204,517-24.9% | $69,480+121.1% | $77,775+97.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 74.6%+25.4pp | 73.2%+26.8pp |
| Annual return | 17.25% | 22.10%-4.9pp | 28.99%-11.7pp | 32.58%-15.3pp |
| Employer contribution / active EE | $7,370 | $3,548+107.7% | $2,780+165.1% | $2,504+194.3% |
| Participant deferral / active EE | $6,063 | $3,478+74.3% | $3,537+71.4% | $3,966+52.9% |
| Admin fee / account holder | $184 | $101+83.3% | $3,840-95.2% | $100+84.2% |