Filed July 22, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $41,815 |
THREE BELL CAPITAL LLC2 years Filed as: THREE BELL CAPITAL, LLC Service code 26 · EIN 45-3567626 | Advisory (Participants) | $14,365 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,205 | $69,745+148.3% | $67,511+156.6% | $74,546+132.3% |
| Participation rate | 98.8% | 71.3%+27.4pp | 72.9%+25.9pp | 67.2%+31.6pp |
| Annual return | 12.38% | -40.37%+52.8pp | 3517.41%-3505.0pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $6,792 | $2,705+151.1% | $2,733+148.6% | $2,624+158.8% |
| Participant deferral / active EE | $7,989 | $3,636+119.7% | $4,000+99.7% | $4,347+83.8% |
| Admin fee / account holder | $115 | $894-87.1% | $3,999-97.1% | $1,944-94.1% |