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 16 · EIN 04-2647786 | Consulting | $117,237 |
TIAA2 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $33,115 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,353 | $204,517-47.0% | $69,483+55.9% | $77,775+39.3% |
| Participation rate | 60.8% | 74.6%-13.8pp | 74.6%-13.8pp | 73.2%-12.4pp |
| Annual return | 2.83% | 22.10%-19.3pp | 28.99%-26.2pp | 32.58%-29.7pp |
| Employer contribution / active EE | $2,673 | $3,548-24.7% | $2,780-3.8% | $2,504+6.7% |
| Participant deferral / active EE | $3,353 | $3,478-3.6% | $3,537-5.2% | $3,966-15.5% |
| Admin fee / account holder | $180 | $101+78.7% | $3,841-95.3% | $100+79.5% |