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 | $67,594-16.1% | $77,361-26.7% | $69,733-18.6% |
| Participation rate | 94.5% | 71.7%+22.8pp | 75.0%+19.5pp | 62.5%+32.1pp |
| Annual return | 12.74% | 19.20%-6.5pp | 1011.54%-998.8pp | 15.22%-2.5pp |
| Employer contribution / active EE | $4,114 | $2,649+55.3% | $2,990+37.6% | $2,250+82.8% |
| Participant deferral / active EE | $4,650 | $3,401+36.7% | $3,911+18.9% | $3,054+52.2% |
| Admin fee / account holder | $280 | $1,159-75.9% | $5,894-95.3% | $3,102-91.0% |