Filed November 18, 2025 (most recent of 5 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,375 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $296 |
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $270 |
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 | $60,519 | $68,408-11.5% | $57,196+5.8% | $57,658+5.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 7.74% | 8.51%-0.8pp | 14.59%-6.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $4,066 | $2,869+41.7% | $2,683+51.6% | $1,974+106.0% |
| Participant deferral / active EE | $4,960 | $2,903+70.8% | $3,096+60.2% | $3,061+62.1% |
| Admin fee / account holder | $13 | $70-81.8% | $3,141-99.6% | $95-86.6% |