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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,172 | $69,763-26.6% | $67,502-24.2% | $74,495-31.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 16.49% | -40.34%+56.8pp | 3512.12%-3495.6pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,854 | $2,704+5.5% | $2,731+4.5% | $2,623+8.8% |
| Participant deferral / active EE | $3,608 | $3,636-0.8% | $4,000-9.8% | $4,346-17.0% |
| Admin fee / account holder | $49 | $896-94.5% | $3,998-98.8% | $1,942-97.5% |