Filed April 25, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $65,767 |
LPL FINANCIAL3 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 | $116,975 | $84,948+37.7% | $70,476+66.0% | $73,412+59.3% |
| Participation rate | 98.1% | 79.9%+18.1pp | 75.1%+23.0pp | 72.2%+25.9pp |
| Annual return | 5.06% | 13.39%-8.3pp | 109.12%-104.1pp | 59.30%-54.2pp |
| Employer contribution / active EE | $5,006 | $2,834+76.7% | $2,738+82.8% | $2,234+124.1% |
| Participant deferral / active EE | $4,810 | $3,387+42.0% | $3,710+29.6% | $3,806+26.4% |
| Admin fee / account holder | $156 | $98+58.5% | $3,847-96.0% | $158-1.5% |