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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,532 | $67,984-12.4% | $65,493-9.1% | $74,304-19.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 16.20% | 19.87%-3.7pp | 982.45%-966.2pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,937 | $2,491+17.9% | $2,574+14.1% | $2,241+31.1% |
| Participant deferral / active EE | $4,030 | $3,346+20.4% | $3,961+1.7% | $3,767+7.0% |
| Admin fee / account holder | $58 | $1,373-95.7% | $5,028-98.8% | $2,969-98.0% |