Filed April 25, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $61,296 |
LPL FINANCIAL2 years Service code 28 · EIN 04-3046611 | Investment Management | $38,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,514 | $95,542+19.9% | $69,464+64.9% | $67,579+69.5% |
| Participation rate | 98.6% | 79.4%+19.2pp | 74.6%+24.0pp | 71.3%+27.3pp |
| Annual return | 6.06% | 17.67%-11.6pp | 28.98%-22.9pp | 378.56%-372.5pp |
| Employer contribution / active EE | $4,281 | $2,989+43.2% | $2,779+54.0% | $2,148+99.3% |
| Participant deferral / active EE | $4,015 | $3,263+23.1% | $3,536+13.5% | $3,539+13.4% |
| Admin fee / account holder | $149 | $90+66.4% | $3,840-96.1% | $142+5.1% |