Filed September 30, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 28 · EIN 13-1624203 | Investment Management | $144,196 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $47,200 |
CLIFTONLARSONALLEN LLP2 years Service code 27 · EIN 41-0746749 | Advisory (Plan) | $12,850 |
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 | $173,242 | $84,948+103.9% | $70,492+145.8% | $73,415+136.0% |
| Participation rate | 99.1% | 79.9%+19.2pp | 75.1%+24.1pp | 72.2%+26.9pp |
| Annual return | 12.44% | 13.39%-0.9pp | 109.16%-96.7pp | 59.30%-46.9pp |
| Employer contribution / active EE | $7,162 | $2,834+152.7% | $2,738+161.6% | $2,234+220.6% |
| Participant deferral / active EE | $4,231 | $3,387+24.9% | $3,711+14.0% | $3,806+11.2% |
| Admin fee / account holder | $109 | $98+11.2% | $3,848-97.2% | $158-30.9% |