Filed January 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $1,472 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,171 | $65,582+122.9% | $64,101+128.0% | $71,511+104.4% |
| Participation rate | 97.3% | 73.2%+24.1pp | 72.3%+25.0pp | 67.9%+29.4pp |
| Annual return | 16.92% | 18.96%-2.0pp | 33.72%-16.8pp | 28.86%-11.9pp |
| Employer contribution / active EE | $5,904 | $2,671+121.1% | $2,749+114.8% | $2,589+128.0% |
| Participant deferral / active EE | $5,362 | $3,628+47.8% | $3,881+38.2% | $4,291+25.0% |
| Admin fee / account holder | $2 | $616-99.8% | $3,070-100.0% | $1,588-99.9% |