Filed September 30, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 28 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Investment Management | $146,706 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $62,200 |
SPENCER FANE LLP9+ 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 | $13,978 |
CLIFTONLARSONALLEN LLP5 years Service code 27 · EIN 41-0746749 220 S 6TH ST STE 300 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $8,400 |
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 | $176,187 | $83,884+110.0% | $64,110+174.8% | $74,478+136.6% |
| Participation rate | 99.5% | 76.6%+22.9pp | 72.3%+27.2pp | 70.7%+28.8pp |
| Annual return | 14.71% | 16.57%-1.9pp | 33.75%-19.0pp | 34.37%-19.7pp |
| Employer contribution / active EE | $7,598 | $3,084+146.4% | $2,751+176.2% | $2,637+188.1% |
| Participant deferral / active EE | $5,023 | $3,692+36.1% | $3,883+29.4% | $4,530+10.9% |
| Admin fee / account holder | $115 | $196-41.2% | $3,071-96.2% | $347-66.8% |