Filed November 18, 2025 (most recent of 5 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,184 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,347 |
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $251 |
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 | $68,200 | $74,552-8.5% | $63,018+8.2% | $69,631-2.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 16.58% | 15.77%+0.8pp | 87.62%-71.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $4,018 | $2,929+37.2% | $2,761+45.6% | $2,032+97.7% |
| Participant deferral / active EE | $4,872 | $2,974+63.8% | $3,330+46.3% | $3,224+51.1% |
| Admin fee / account holder | $19 | $59-68.0% | $3,601-99.5% | $110-82.8% |