Filed June 5, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,829 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,654 | $95,542-55.4% | $69,455-38.6% | $67,579-36.9% |
| Participation rate | 94.8% | 79.4%+15.4pp | 74.6%+20.1pp | 71.3%+23.5pp |
| Annual return | 18.60% | 17.67%+0.9pp | 28.97%-10.4pp | 378.56%-360.0pp |
| Employer contribution / active EE | $1,470 | $2,989-50.8% | $2,779-47.1% | $2,148-31.5% |
| Participant deferral / active EE | $1,796 | $3,263-45.0% | $3,535-49.2% | $3,539-49.3% |
| Admin fee / account holder | $16 | $90-81.9% | $3,839-99.6% | $142-88.6% |