Filed November 18, 2025 (most recent of 5 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $55,077 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,720 |
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $90 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,341 | $83,884+5.3% | $64,056+37.9% | $74,419+18.7% |
| Participation rate | 78.7% | 76.6%+2.1pp | 72.3%+6.4pp | 70.7%+8.0pp |
| Annual return | 16.00% | 16.57%-0.6pp | 33.69%-17.7pp | 34.38%-18.4pp |
| Employer contribution / active EE | $4,239 | $3,084+37.5% | $2,747+54.3% | $2,637+60.7% |
| Participant deferral / active EE | $4,605 | $3,692+24.7% | $3,880+18.7% | $4,528+1.7% |
| Admin fee / account holder | $117 | $196-40.2% | $3,068-96.2% | $348-66.3% |