Filed November 18, 2025 (most recent of 5 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $47,326 |
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $146 |
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 | $72,636 | $84,948-14.5% | $70,494+3.0% | $73,412-1.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 13.76% | 13.39%+0.4pp | 109.16%-95.4pp | 59.30%-45.5pp |
| Employer contribution / active EE | $3,558 | $2,834+25.6% | $2,738+30.0% | $2,234+59.3% |
| Participant deferral / active EE | $3,998 | $3,387+18.0% | $3,711+7.7% | $3,806+5.1% |
| Admin fee / account holder | $97 | $98-0.9% | $3,848-97.5% | $158-38.4% |