Filed September 30, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 28 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Investment Management | $185,535 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 6050 OAK TREE BLVD STE 500 · CLEVLAND, OH 44131 | Advisory (Plan) | $64,400 |
CLIFTONLARSONALLEN LLP4 years Service code 27 · EIN 41-0746749 220 S 6TH ST STE 300 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $14,175 |
SPENCER FANE LLP8+ years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 50 · EIN 44-0561981 1000 WALNUT ST STE 1400 · KANSAS CITY, MO 19107 | Direct Payment | $12,913 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $72 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,930 | $79,151+103.3% | $60,919+164.2% | $64,829+148.2% |
| Participation rate | 93.7% | 77.7%+16.0pp | 73.1%+20.6pp | 71.5%+22.2pp |
| Annual return | -10.59% | -7.12%-3.5pp | 16.98%-27.6pp | 32.85%-43.4pp |
| Employer contribution / active EE | $7,646 | $3,052+150.5% | $2,704+182.8% | $2,507+205.0% |
| Participant deferral / active EE | $4,813 | $3,727+29.1% | $3,814+26.2% | $4,312+11.6% |
| Admin fee / account holder | $141 | $106+33.4% | $3,226-95.6% | $188-25.0% |