Filed April 25, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $79,734 |
LPL FINANCIAL5 years Service code 28 · EIN 04-3046611 | Investment Management | $38,000 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN EDWARDS & COMPANY, LLP Service code 10 · EIN 54-0504608 | Accounting | $12,010 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,388 | $79,151+53.4% | $60,906+99.3% | $64,819+87.3% |
| Participation rate | 98.6% | 77.7%+20.9pp | 73.1%+25.5pp | 71.5%+27.1pp |
| Annual return | -12.20% | -7.12%-5.1pp | 16.94%-29.1pp | 32.84%-45.0pp |
| Employer contribution / active EE | $5,203 | $3,052+70.5% | $2,703+92.5% | $2,507+107.6% |
| Participant deferral / active EE | $5,204 | $3,727+39.6% | $3,814+36.5% | $4,311+20.7% |
| Admin fee / account holder | $185 | $106+75.1% | $3,227-94.3% | $188-1.5% |