Filed June 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $17,537 |
TWO WEST CAPITAL ADVISORS4 years Service code 27 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Advisory (Plan) | $8,877 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,866 | $60,989-24.8% | $60,906-24.7% | $66,938-31.5% |
| Participation rate | 95.0% | 74.5%+20.5pp | 73.1%+21.9pp | 69.8%+25.2pp |
| Annual return | -13.59% | -9.60%-4.0pp | 16.94%-30.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $2,508 | $2,661-5.7% | $2,703-7.2% | $2,545-1.5% |
| Participant deferral / active EE | $2,117 | $3,615-41.4% | $3,814-44.5% | $4,238-50.0% |
| Admin fee / account holder | $182 | $338-46.4% | $3,227-94.4% | $594-69.4% |