Filed June 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $10,337 |
Service code 27 · EIN 27-3055170 10975 BENSON DR, STE 560 · OVERLAND PARK, KS 662101569 | Advisory (Plan) | $5,195 |
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 | $46,499 | $60,795-23.5% | $69,464-33.1% | $65,185-28.7% |
| Participation rate | 96.3% | 74.9%+21.4pp | 74.6%+21.7pp | 70.2%+26.1pp |
| Annual return | 17.92% | 17.46%+0.5pp | 28.98%-11.1pp | 29.38%-11.5pp |
| Employer contribution / active EE | $2,487 | $2,452+1.4% | $2,779-10.5% | $2,177+14.2% |
| Participant deferral / active EE | $1,850 | $3,162-41.5% | $3,536-47.7% | $3,514-47.3% |
| Admin fee / account holder | $266 | $314-15.1% | $3,840-93.1% | $847-68.5% |