Filed June 5, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $35,085 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,532 | $64,705-8.0% | $62,929-5.4% | $67,986-12.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 16.20% | 20.31%-4.1pp | 1063.93%-1047.7pp | 31.67%-15.5pp |
| Employer contribution / active EE | $2,937 | $2,376+23.6% | $2,505+17.3% | $2,019+45.5% |
| Participant deferral / active EE | $4,030 | $3,198+26.0% | $3,888+3.6% | $3,358+20.0% |
| Admin fee / account holder | $58 | $1,428-95.9% | $5,065-98.8% | $3,203-98.2% |