Filed June 5, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $18,439 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,243 | $94,833-50.2% | $75,717-37.6% | $86,813-45.6% |
| Participation rate | 97.8% | 79.1%+18.7pp | 74.8%+23.0pp | 72.3%+25.5pp |
| Annual return | 12.88% | 16.91%-4.0pp | 104.58%-91.7pp | 97.93%-85.0pp |
| Employer contribution / active EE | $390 | $2,904-86.6% | $2,743-85.8% | $2,406-83.8% |
| Participant deferral / active EE | $1,699 | $3,632-53.2% | $3,821-55.5% | $4,131-58.9% |
| Admin fee / account holder | $30 | $109-72.5% | $3,619-99.2% | $170-82.4% |