Filed August 7, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,142 |
Filed as: LOWE, BROCKENBOROUGH & COMPANY Service code 15 · EIN 54-0859081 | Recordkeeping | $22,054 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,607 | $79,151-29.7% | $60,919-8.7% | $64,824-14.2% |
| Participation rate | 99.3% | 77.7%+21.6pp | 73.1%+26.2pp | 71.5%+27.8pp |
| Annual return | -10.67% | -7.12%-3.5pp | 16.96%-27.6pp | 32.84%-43.5pp |
| Employer contribution / active EE | $1,575 | $3,052-48.4% | $2,704-41.8% | $2,507-37.2% |
| Participant deferral / active EE | $2,376 | $3,727-36.3% | $3,814-37.7% | $4,311-44.9% |
| Admin fee / account holder | $163 | $106+54.0% | $3,228-95.0% | $188-13.3% |