Filed June 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $18,015 |
TWO WEST CAPITAL ADVISORS5 years Service code 27 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Advisory (Plan) | $9,483 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,290 | $65,582-21.8% | $64,101-20.0% | $71,511-28.3% |
| Participation rate | 95.3% | 73.2%+22.1pp | 72.3%+23.0pp | 67.9%+27.3pp |
| Annual return | 11.92% | 18.96%-7.0pp | 33.72%-21.8pp | 28.86%-16.9pp |
| Employer contribution / active EE | $2,487 | $2,671-6.9% | $2,749-9.5% | $2,589-4.0% |
| Participant deferral / active EE | $2,125 | $3,628-41.4% | $3,881-45.2% | $4,291-50.5% |
| Admin fee / account holder | $113 | $616-81.6% | $3,070-96.3% | $1,588-92.9% |