Filed August 7, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,421 |
Filed as: LOWE, BROCKENBOROUGH & COMPANY Service code 15 · EIN 54-0859081 | Recordkeeping | $20,604 |
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 | $67,209 | $94,833-29.1% | $75,731-11.3% | $86,821-22.6% |
| Participation rate | 93.6% | 79.1%+14.5pp | 74.8%+18.8pp | 72.3%+21.3pp |
| Annual return | 27.02% | 16.91%+10.1pp | 104.65%-77.6pp | 97.94%-70.9pp |
| Employer contribution / active EE | $1,283 | $2,904-55.8% | $2,743-53.2% | $2,406-46.7% |
| Participant deferral / active EE | $1,853 | $3,632-49.0% | $3,820-51.5% | $4,132-55.1% |
| Admin fee / account holder | $161 | $109+48.4% | $3,620-95.5% | $170-5.0% |