Filed November 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $27,339 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,460 | $48,337+169.9% | $67,560+93.1% | $80,959+61.1% |
| Participation rate | 96.7% | 66.4%+30.2pp | 72.9%+23.7pp | 67.7%+29.0pp |
| Annual return | 12.13% | 18.26%-6.1pp | 3533.50%-3521.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $5,711 | $2,023+182.4% | $2,737+108.7% | $2,757+107.1% |
| Participant deferral / active EE | $10,272 | $2,928+250.8% | $4,004+156.5% | $4,300+138.9% |
| Admin fee / account holder | $158 | $3,695-95.7% | $3,994-96.1% | $6,925-97.7% |