Filed June 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $16,458 |
TWO WEST CAPITAL ADVISORS6 years Service code 27 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Advisory (Plan) | $10,965 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,716 | $48,277+19.6% | $67,511-14.5% | $80,874-28.6% |
| Participation rate | 97.8% | 66.4%+31.4pp | 72.9%+24.9pp | 67.6%+30.2pp |
| Annual return | 11.34% | 18.27%-6.9pp | 3517.41%-3506.1pp | 35.62%-24.3pp |
| Employer contribution / active EE | $3,719 | $2,021+84.0% | $2,733+36.1% | $2,756+35.0% |
| Participant deferral / active EE | $3,061 | $2,926+4.6% | $4,000-23.5% | $4,297-28.8% |
| Admin fee / account holder | $121 | $3,687-96.7% | $3,999-97.0% | $6,935-98.2% |