Filed October 21, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $234,780 |
SAINT LOUIS UNIVERSITY2 years Service code 50 · EIN 43-0654872 | Direct Payment | $98,740 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $33,498 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $15,173 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,860 | $113,568-3.3% | $67,560+62.6% | $200,096-45.1% |
| Participation rate | 89.7% | 73.3%+16.4pp | 72.9%+16.8pp | 72.0%+17.7pp |
| Annual return | 10.85% | 15.88%-5.0pp | 3533.50%-3522.6pp | 34.26%-23.4pp |
| Employer contribution / active EE | $6,794 | $3,409+99.3% | $2,737+148.2% | $3,038+123.6% |
| Participant deferral / active EE | $0 | $4,163-100.0% | $4,004-100.0% | $5,090-100.0% |
| Admin fee / account holder | $56 | $102-45.5% | $3,994-98.6% | $269-79.3% |