Filed October 21, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $234,629 |
SAINT LOUIS UNIVERSITY1 year Service code 50 · EIN 43-0654872 | Direct Payment | $66,829 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $32,605 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,438 |
Filed as: SPECIALTY MAILING INC. Service code 50 · EIN 41-1533211 | Direct Payment | $5,406 |
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 | $112,863 | $105,179+7.3% | $64,110+76.0% | $80,187+40.8% |
| Participation rate | 76.6% | 73.5%+3.1pp | 72.3%+4.3pp | 72.9%+3.7pp |
| Annual return | 12.99% | 20.34%-7.3pp | 33.75%-20.8pp | 40.40%-27.4pp |
| Employer contribution / active EE | $6,094 | $3,311+84.1% | $2,751+121.6% | $2,980+104.5% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,883-100.0% | $5,016-100.0% |
| Admin fee / account holder | $56 | $113-50.3% | $3,071-98.2% | $145-61.1% |