Filed January 21, 2026
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $30,708 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 20 PACIFICA · IRVINE, CA 926187469 | Advisory (Plan) | $9,736 |
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 | $32,248 | $60,989-47.1% | $60,919-47.1% | $66,949-51.8% |
| Participation rate | 81.3% | 74.5%+6.8pp | 73.1%+8.2pp | 69.8%+11.5pp |
| Annual return | -14.21% | -9.60%-4.6pp | 16.96%-31.2pp | 1.57%-15.8pp |
| Employer contribution / active EE | $2,862 | $2,661+7.6% | $2,704+5.8% | $2,545+12.4% |
| Participant deferral / active EE | $2,947 | $3,615-18.5% | $3,814-22.7% | $4,239-30.5% |
| Admin fee / account holder | $135 | $338-60.1% | $3,228-95.8% | $594-77.2% |