Filed April 25, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 28 · EIN 04-3046611 | Investment Management | $22,098 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,060 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,963 | $70,083+59.8% | $59,887+87.0% | $55,725+100.9% |
| Participation rate | 98.5% | 78.4%+20.1pp | 74.7%+23.8pp | 70.9%+27.7pp |
| Annual return | 10.46% | 3.13%+7.3pp | 3.46%+7.0pp | 244.93%-234.5pp |
| Employer contribution / active EE | $4,349 | $2,878+51.1% | $2,722+59.8% | $2,078+109.3% |
| Participant deferral / active EE | $4,289 | $3,079+39.3% | $3,402+26.1% | $3,356+27.8% |
| Admin fee / account holder | $61 | $70-13.5% | $3,591-98.3% | $115-47.2% |