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 | $48,314+170.0% | $67,561+93.1% | $80,925+61.2% |
| Participation rate | 96.7% | 66.4%+30.3pp | 72.9%+23.8pp | 67.7%+29.0pp |
| Annual return | 12.13% | 18.28%-6.2pp | 3525.44%-3513.3pp | 35.65%-23.5pp |
| Employer contribution / active EE | $5,711 | $2,022+182.5% | $2,735+108.8% | $2,756+107.2% |
| Participant deferral / active EE | $10,272 | $2,927+251.0% | $4,003+156.6% | $4,299+139.0% |
| Admin fee / account holder | $158 | $3,690-95.7% | $4,006-96.1% | $6,940-97.7% |