Filed July 14, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $100 |
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 | $75,208 | $46,534+61.6% | $64,097+17.3% | $75,1770% |
| Participation rate | 98.9% | 65.9%+33.0pp | 72.3%+26.6pp | 67.2%+31.7pp |
| Annual return | 15.13% | 26.07%-10.9pp | 33.75%-18.6pp | 160.75%-145.6pp |
| Employer contribution / active EE | $4,434 | $1,976+124.4% | $2,750+61.3% | $2,671+66.0% |
| Participant deferral / active EE | $4,595 | $2,835+62.1% | $3,881+18.4% | $4,126+11.4% |
| Admin fee / account holder | $7 | $2,957-99.8% | $3,070-99.8% | $5,651-99.9% |