Filed November 18, 2025 (most recent of 5 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $67,350 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $6,028 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $90 |
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 | $86,415 | $91,680-5.7% | $67,524+28.0% | $77,692+11.2% |
| Participation rate | 98.2% | 76.0%+22.2pp | 72.9%+25.3pp | 70.6%+27.6pp |
| Annual return | 12.19% | 14.87%-2.7pp | 3519.41%-3507.2pp | 31.25%-19.1pp |
| Employer contribution / active EE | $4,927 | $3,186+54.6% | $2,734+80.2% | $2,726+80.7% |
| Participant deferral / active EE | $5,222 | $3,909+33.6% | $4,001+30.5% | $4,648+12.3% |
| Admin fee / account holder | $139 | $176-21.2% | $4,001-96.5% | $431-67.8% |