Filed October 21, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $8,873 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $1,338 |
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 | $86,662 | $91,420-5.2% | $57,196+51.5% | $65,292+32.7% |
| Participation rate | 87.1% | 72.6%+14.5pp | 75.3%+11.8pp | 72.4%+14.7pp |
| Annual return | 7.85% | 7.55%+0.3pp | 14.59%-6.7pp | 11.84%-4.0pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $2,683-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $4,033 | $3,512+14.8% | $3,096+30.3% | $3,579+12.7% |
| Admin fee / account holder | $1 | $22-94.3% | $3,141-100.0% | $57-97.8% |