Filed June 5, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $614 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,476 | $70,083-49.4% | $59,899-40.8% | $55,725-36.3% |
| Participation rate | 99.3% | 78.4%+20.9pp | 74.7%+24.6pp | 70.9%+28.4pp |
| Annual return | 20.59% | 3.13%+17.5pp | 3.46%+17.1pp | 244.93%-224.3pp |
| Employer contribution / active EE | $1,592 | $2,878-44.7% | $2,723-41.5% | $2,078-23.4% |
| Participant deferral / active EE | $1,539 | $3,079-50.0% | $3,402-54.8% | $3,356-54.1% |
| Admin fee / account holder | $1 | $70-98.6% | $3,592-100.0% | $115-99.1% |