Filed August 7, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,177 |
Filed as: LOWE, BROCKENBOROUGH & COMPANY Service code 15 · EIN 54-0859081 | Recordkeeping | $12,803 |
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 | $51,851 | $65,322-20.6% | $70,494-26.4% | $73,497-29.5% |
| Participation rate | 95.8% | 77.0%+18.8pp | 75.1%+20.7pp | 70.7%+25.1pp |
| Annual return | 5.48% | 15.71%-10.2pp | 109.16%-103.7pp | 28.51%-23.0pp |
| Employer contribution / active EE | $2,418 | $2,460-1.7% | $2,738-11.7% | $2,270+6.5% |
| Participant deferral / active EE | $3,509 | $3,375+4.0% | $3,711-5.4% | $3,740-6.2% |
| Admin fee / account holder | $124 | $214-42.3% | $3,848-96.8% | $513-75.9% |