Filed August 7, 2025
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1,428 |
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 | $46,789 | $57,976-19.3% | $63,018-25.8% | $62,293-24.9% |
| Participation rate | 94.4% | 75.9%+18.5pp | 74.8%+19.6pp | 69.5%+24.9pp |
| Annual return | 12.39% | 17.54%-5.2pp | 87.62%-75.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $2,487 | $2,415+3.0% | $2,761-9.9% | $2,042+21.8% |
| Participant deferral / active EE | $4,547 | $2,956+53.8% | $3,330+36.6% | $3,169+43.5% |
| Admin fee / account holder | $6 | $276-97.8% | $3,601-99.8% | $479-98.7% |