Filed December 1, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $18,226 |
TIAA1 year Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $10,363 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,837 | $87,173+24.9% | $59,899+81.7% | $75,289+44.6% |
| Participation rate | 67.5% | 74.5%-6.9pp | 74.7%-7.2pp | 72.4%-4.9pp |
| Annual return | 28.64% | -2.14%+30.8pp | 3.46%+25.2pp | -0.04%+28.7pp |
| Employer contribution / active EE | $2,394 | $3,473-31.1% | $2,723-12.1% | $2,405-0.5% |
| Participant deferral / active EE | $2,740 | $3,379-18.9% | $3,402-19.5% | $3,739-26.7% |
| Admin fee / account holder | $36 | $75-52.3% | $3,592-99.0% | $102-65.1% |