Filed January 21, 2026
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $51,264 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $19,950 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,500 |
Filed as: RAYMOND JAMES FINANCIAL Service code 26 · EIN 59-1517485 | Advisory (Participants) | $6,250 |
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 | $56,737 | $64,705-12.3% | $62,929-9.8% | $67,986-16.5% |
| Participation rate | 94.5% | 65.6%+28.9pp | 73.1%+21.4pp | 57.2%+37.3pp |
| Annual return | 12.74% | 20.31%-7.6pp | 1063.93%-1051.2pp | 31.67%-18.9pp |
| Employer contribution / active EE | $4,114 | $2,376+73.2% | $2,505+64.3% | $2,019+103.8% |
| Participant deferral / active EE | $4,650 | $3,198+45.4% | $3,888+19.6% | $3,358+38.5% |
| Admin fee / account holder | $280 | $1,428-80.4% | $5,065-94.5% | $3,203-91.3% |