Filed November 18, 2025 (most recent of 5 filings on file)
Total covered: 2 employees
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| 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 | $91,692-5.8% | $67,561+27.9% | $77,714+11.2% |
| Participation rate | 98.2% | 76.0%+22.1pp | 72.9%+25.3pp | 70.6%+27.6pp |
| Annual return | 12.19% | 14.88%-2.7pp | 3525.44%-3513.2pp | 31.26%-19.1pp |
| Employer contribution / active EE | $4,927 | $3,188+54.6% | $2,735+80.2% | $2,727+80.7% |
| Participant deferral / active EE | $5,222 | $3,912+33.5% | $4,003+30.4% | $4,649+12.3% |
| Admin fee / account holder | $139 | $245-43.2% | $4,006-96.5% | $433-68.0% |