Filed September 30, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 28 · EIN 13-1624203 | Investment Management | $193,877 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $75,000 |
CLIFTONLARSONALLEN LLP3 years Service code 27 · EIN 41-0746749 | Advisory (Plan) | $13,100 |
SPENCER FANE LLP7+ years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 50 · EIN 44-0561981 | Direct Payment | $8,489 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $72 |
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 | $191,439 | $94,836+101.9% | $75,728+152.8% | $86,828+120.5% |
| Participation rate | 94.3% | 79.1%+15.2pp | 74.8%+19.5pp | 72.3%+22.0pp |
| Annual return | 12.92% | 16.90%-4.0pp | 104.66%-91.7pp | 97.95%-85.0pp |
| Employer contribution / active EE | $7,598 | $2,908+161.3% | $2,743+176.9% | $2,406+215.8% |
| Participant deferral / active EE | $4,850 | $3,632+33.5% | $3,820+27.0% | $4,132+17.4% |
| Admin fee / account holder | $155 | $108+43.0% | $3,620-95.7% | $170-8.6% |