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 | $65,084-12.8% | $67,681-16.2% | $64,340-11.8% |
| Participation rate | 94.5% | 66.7%+27.8pp | 73.7%+20.8pp | 55.2%+39.3pp |
| Annual return | 12.74% | 20.50%-7.8pp | 590.58%-577.8pp | 24.14%-11.4pp |
| Employer contribution / active EE | $4,114 | $2,398+71.5% | $2,678+53.6% | $1,862+121.0% |
| Participant deferral / active EE | $4,650 | $3,210+44.8% | $3,976+17.0% | $2,980+56.0% |
| Admin fee / account holder | $280 | $1,415-80.2% | $6,100-95.4% | $3,703-92.4% |