Filed October 5, 2025 (most recent of 2 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
LAUTZE & LAUTZE1+ years Service code 10 · EIN 94-2513310 303 SECOND ST STE 950 · SAN FRANCISCO, CA 941071366 | Accounting | $7,000 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping Fees | $4,783 |
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 | $125,159 | $51,769+141.8% | $57,343+118.3% | $52,331+139.2% |
| Participation rate | 99.2% | 75.2%+23.9pp | 75.1%+24.1pp | 68.1%+31.1pp |
| Annual return | 2.53% | 2.43%+0.1pp | 24.39%-21.9pp | 4.54%-2.0pp |
| Employer contribution / active EE | $8,802 | $2,335+276.9% | $2,689+227.4% | $1,882+367.8% |
| Participant deferral / active EE | $5,882 | $2,794+110.5% | $3,162+86.0% | $3,022+94.6% |
| Admin fee / account holder | $31 | $295-89.4% | $3,356-99.1% | $592-94.7% |