Filed November 18, 2025 (most recent of 5 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $4,746 |
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $285 |
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 | $58,122 | $67,166-13.5% | $57,356+1.3% | $55,191+5.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 69.2%+30.8pp |
| Annual return | 0.36% | 4.22%-3.9pp | 24.41%-24.1pp | 10.78%-10.4pp |
| Employer contribution / active EE | $3,874 | $2,812+37.8% | $2,689+44.1% | $1,899+104.1% |
| Participant deferral / active EE | $5,006 | $2,835+76.6% | $3,162+58.3% | $3,046+64.3% |
| Admin fee / account holder | $13 | $44-70.4% | $3,357-99.6% | $91-85.8% |