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 | $86,795+75.1% | $67,681+124.6% | $64,728+134.8% |
| Participation rate | 98.7% | 71.7%+27.1pp | 73.7%+25.0pp | 57.9%+40.8pp |
| Annual return | 11.27% | 12.58%-1.3pp | 590.58%-579.3pp | 49.38%-38.1pp |
| Employer contribution / active EE | $5,513 | $2,837+94.3% | $2,678+105.8% | $2,243+145.8% |
| Participant deferral / active EE | $6,008 | $3,430+75.2% | $3,976+51.1% | $2,729+120.1% |
| Admin fee / account holder | $199 | $238-16.7% | $6,100-96.7% | $1,145-82.7% |