Filed October 5, 2025 (most recent of 2 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $36,245 |
MARCUM LLP3 years Service code 10 · EIN 11-1986323 | Accounting | $30,908 |
Filed as: MORGAN STANLEY DOMESTIC HOLDINGS Service code 28 · EIN 20-8764829 | Investment Management | $30,252 |
K&L GATES2 years Filed as: K & L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $15,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,561 | $65,322+196.3% | $70,449+174.8% | $73,488+163.4% |
| Participation rate | 99.2% | 77.0%+22.2pp | 75.1%+24.1pp | 70.7%+28.5pp |
| Annual return | 15.45% | 15.71%-0.3pp | 109.03%-93.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $11,537 | $2,460+369.0% | $2,737+321.6% | $2,270+408.2% |
| Participant deferral / active EE | $8,156 | $3,375+141.7% | $3,709+119.9% | $3,740+118.1% |
| Admin fee / account holder | $242 | $214+12.9% | $3,845-93.7% | $513-52.9% |