Filed October 5, 2025 (most recent of 2 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $137,253 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY DOMESTIC HOLDINGS Service code 28 · EIN 20-8764829 | Investment Management | $46,393 |
MARCUM LLP6 years Service code 10 · EIN 11-1986323 1 MONTGOMERY ST STE 1700 · SAN FRANCISCO, CA 941045517 | Accounting | $11,128 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,084 | $147,039+32.7% | $64,101+204.3% | - |
| Participation rate | 98.4% | 70.9%+27.5pp | 72.3%+26.1pp | - |
| Annual return | 16.21% | 7.51%+8.7pp | 33.72%-17.5pp | - |
| Employer contribution / active EE | $12,489 | $2,405+419.3% | $2,749+354.4% | - |
| Participant deferral / active EE | $9,379 | $3,377+177.7% | $3,881+141.7% | - |
| Admin fee / account holder | $400 | $6,926-94.2% | $3,070-87.0% | - |