Filed June 5, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $20,049 |
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 | $41,129 | $79,151-48.0% | $60,906-32.5% | $64,819-36.5% |
| Participation rate | 96.1% | 77.7%+18.4pp | 73.1%+23.0pp | 71.5%+24.7pp |
| Annual return | -11.02% | -7.12%-3.9pp | 16.94%-28.0pp | 32.84%-43.9pp |
| Employer contribution / active EE | $1,676 | $3,052-45.1% | $2,703-38.0% | $2,507-33.1% |
| Participant deferral / active EE | $2,496 | $3,727-33.0% | $3,814-34.6% | $4,311-42.1% |
| Admin fee / account holder | $31 | $106-70.2% | $3,227-99.0% | $188-83.2% |