Filed September 30, 2025 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 28 · EIN 13-1624203 | Investment Management | $121,491 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $62,200 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $15,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $12,500 |
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 | $156,875 | $95,542+64.2% | $69,480+125.8% | $67,584+132.1% |
| Participation rate | 99.0% | 79.4%+19.6pp | 74.6%+24.4pp | 71.3%+27.7pp |
| Annual return | 18.15% | 17.67%+0.5pp | 28.99%-10.8pp | 378.59%-360.4pp |
| Employer contribution / active EE | $7,059 | $2,989+136.2% | $2,780+153.9% | $2,148+228.6% |
| Participant deferral / active EE | $3,964 | $3,263+21.5% | $3,537+12.1% | $3,540+12.0% |
| Admin fee / account holder | $149 | $90+65.9% | $3,840-96.1% | $142+4.7% |