Filed August 7, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,418 |
Filed as: LOWE, BROCKENBOROUGH & COMPANY Service code 15 · EIN 54-0859081 | Recordkeeping | $7,519 |
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 | $49,979 | $55,002-9.1% | $59,899-16.6% | $56,289-11.2% |
| Participation rate | 91.9% | 75.9%+16.0pp | 74.7%+17.2pp | 69.9%+22.1pp |
| Annual return | 9.37% | 1.13%+8.2pp | 3.46%+5.9pp | -9.96%+19.3pp |
| Employer contribution / active EE | $2,360 | $2,448-3.6% | $2,723-13.3% | $2,111+11.8% |
| Participant deferral / active EE | $4,233 | $3,121+35.6% | $3,402+24.4% | $3,350+26.4% |
| Admin fee / account holder | $81 | $236-65.5% | $3,592-97.7% | $521-84.4% |