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 |
|---|---|---|
TIAA7 years Service code 28 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Investment Management | $156,407 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $59,767 |
SPENCER FANE LLP10+ years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 50 · EIN 44-0561981 1000 WALNUT ST STE 1400 · KANSAS CITY, MO 64106 | Direct Payment | $20,186 |
CLIFTONLARSONALLEN LLP6 years Service code 27 · EIN 41-0746749 220 S 6TH ST STE 300 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $17,325 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $72 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $184,438 | $91,710+101.1% | $67,560+173.0% | $77,762+137.2% |
| Participation rate | 99.5% | 76.0%+23.5pp | 72.9%+26.6pp | 70.6%+29.0pp |
| Annual return | 11.05% | 14.88%-3.8pp | 3533.50%-3522.4pp | 31.27%-20.2pp |
| Employer contribution / active EE | $7,820 | $3,187+145.4% | $2,737+185.7% | $2,728+186.7% |
| Participant deferral / active EE | $5,017 | $3,911+28.3% | $4,004+25.3% | $4,651+7.9% |
| Admin fee / account holder | $125 | $245-49.1% | $3,994-96.9% | $433-71.2% |