Filed April 25, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $99,818 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $38,000 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 · EIN 54-0504608 | Accounting | $13,105 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,012 | $84,045+80.9% | $77,361+96.5% | $69,255+119.5% |
| Participation rate | 98.7% | 71.8%+26.9pp | 75.0%+23.8pp | 69.0%+29.7pp |
| Annual return | 11.27% | 12.46%-1.2pp | 1011.54%-1000.3pp | 26.73%-15.5pp |
| Employer contribution / active EE | $5,513 | $2,954+86.6% | $2,990+84.4% | $2,645+108.4% |
| Participant deferral / active EE | $6,008 | $3,349+79.4% | $3,911+53.6% | $2,890+107.9% |
| Admin fee / account holder | $199 | $239-16.9% | $5,894-96.6% | $733-72.9% |