Filed October 31, 2025
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $336 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,030 | $48,284+11.9% | $67,524-20.0% | $80,911-33.2% |
| Participation rate | 97.8% | 66.4%+31.4pp | 72.9%+24.9pp | 67.6%+30.2pp |
| Annual return | 12.68% | 18.27%-5.6pp | 3519.41%-3506.7pp | 35.63%-22.9pp |
| Employer contribution / active EE | $2,764 | $2,021+36.7% | $2,734+1.1% | $2,756+0.3% |
| Participant deferral / active EE | $3,187 | $2,927+8.9% | $4,001-20.4% | $4,297-25.8% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |