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 | $93,351+62.8% | $62,929+141.6% | $79,634+90.9% |
| Participation rate | 98.7% | 74.6%+24.1pp | 73.1%+25.6pp | 62.5%+36.3pp |
| Annual return | 11.27% | 14.37%-3.1pp | 1063.93%-1052.7pp | 36.46%-25.2pp |
| Employer contribution / active EE | $5,513 | $3,135+75.9% | $2,505+120.1% | $2,529+118.0% |
| Participant deferral / active EE | $6,008 | $3,921+53.2% | $3,888+54.5% | $3,835+56.7% |
| Admin fee / account holder | $199 | $229-13.3% | $5,065-96.1% | $1,002-80.2% |