Filed March 19, 2026
Total covered: 1 employees
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| Provider | Service type | Compensation |
|---|---|---|
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 1400 W 7TH ST · FORT WORTH, TX 761022628 | Accounting | $10,904 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $8,915 |
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 | $64,237 | $63,156+1.7% | $122,354-47.5% | $62,293+3.1% |
| Participation rate | 74.8% | 60.0%+14.7pp | 71.6%+3.1pp | 69.5%+5.2pp |
| Annual return | 13.79% | 20.61%-6.8pp | 30.28%-16.5pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,945 | $1,385+40.5% | $4,051-52.0% | $2,042-4.8% |
| Participant deferral / active EE | $2,608 | $2,321+12.3% | $3,287-20.7% | $3,169-17.7% |
| Admin fee / account holder | $83 | $440-81.1% | $5,479-98.5% | $479-82.6% |