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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,798 |
Filed as: LOWE, BROCKENBOROUGH & COMPANY Service code 15 · EIN 54-0859081 | Recordkeeping | $17,384 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 26 · EIN 43-1451524 | Advisory (Participants) | $5,162 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,757 | $83,884-28.8% | $64,097-6.8% | $74,473-19.8% |
| Participation rate | 99.3% | 76.6%+22.7pp | 72.3%+27.0pp | 70.7%+28.6pp |
| Annual return | 11.28% | 16.57%-5.3pp | 33.75%-22.5pp | 34.36%-23.1pp |
| Employer contribution / active EE | $1,607 | $3,084-47.9% | $2,750-41.6% | $2,638-39.1% |
| Participant deferral / active EE | $2,313 | $3,692-37.3% | $3,881-40.4% | $4,530-48.9% |
| Admin fee / account holder | $162 | $196-17.4% | $3,070-94.7% | $347-53.4% |