Filed September 30, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 28 · EIN 13-1624203 | Investment Management | $97,798 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $15,000 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $96 |
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 | $136,587 | $70,083+94.9% | $59,899+128.0% | $55,727+145.1% |
| Participation rate | 99.1% | 78.4%+20.7pp | 74.7%+24.4pp | 70.9%+28.2pp |
| Annual return | -1.89% | 3.13%-5.0pp | 3.46%-5.4pp | 244.94%-246.8pp |
| Employer contribution / active EE | $6,973 | $2,878+142.2% | $2,723+156.1% | $2,078+235.5% |
| Participant deferral / active EE | $3,811 | $3,079+23.8% | $3,403+12.0% | $3,356+13.6% |
| Admin fee / account holder | $63 | $70-10.3% | $3,592-98.2% | $115-45.2% |