Filed October 21, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $288,525 |
SAINT LOUIS UNIVERSITY2 years Service code 50 · EIN 43-0654872 | Direct Payment | $108,114 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $40,481 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $15,173 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPERATIONS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $4,912 |
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 | $126,870 | $113,568+11.7% | $67,560+87.8% | $200,096-36.6% |
| Participation rate | 81.3% | 73.3%+8.0pp | 72.9%+8.4pp | 72.0%+9.3pp |
| Annual return | 12.05% | 15.88%-3.8pp | 3533.50%-3521.4pp | 34.26%-22.2pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,737-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $5,108 | $4,163+22.7% | $4,004+27.6% | $5,090+0.4% |
| Admin fee / account holder | $61 | $102-40.1% | $3,994-98.5% | $269-77.2% |