Filed June 5, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $29,219 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,172 | $69,774-26.7% | $67,561-24.3% | $74,429-31.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 16.49% | -40.53%+57.0pp | 3525.44%-3509.0pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $2,854 | $2,710+5.3% | $2,735+4.3% | $2,625+8.7% |
| Participant deferral / active EE | $3,608 | $3,636-0.8% | $4,003-9.9% | $4,348-17.0% |
| Admin fee / account holder | $49 | $890-94.5% | $4,006-98.8% | $1,944-97.5% |