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 | $48,277+170.2% | $67,511+93.2% | $80,874+61.3% |
| Participation rate | 96.7% | 66.4%+30.3pp | 72.9%+23.8pp | 67.6%+29.0pp |
| Annual return | 12.13% | 18.27%-6.1pp | 3517.41%-3505.3pp | 35.62%-23.5pp |
| Employer contribution / active EE | $5,711 | $2,021+182.6% | $2,733+109.0% | $2,756+107.3% |
| Participant deferral / active EE | $10,272 | $2,926+251.1% | $4,000+156.8% | $4,297+139.1% |
| Admin fee / account holder | $158 | $3,687-95.7% | $3,999-96.1% | $6,935-97.7% |