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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,129 | $79,124-48.0% | $60,874-32.4% | $64,808-36.5% |
| Participation rate | 96.1% | 77.7%+18.4pp | 73.1%+23.0pp | 71.5%+24.7pp |
| Annual return | -11.02% | -7.13%-3.9pp | 16.90%-27.9pp | 32.82%-43.8pp |
| Employer contribution / active EE | $1,676 | $3,050-45.0% | $2,701-37.9% | $2,506-33.1% |
| Participant deferral / active EE | $2,496 | $3,725-33.0% | $3,817-34.6% | $4,310-42.1% |
| Admin fee / account holder | $31 | $106-70.2% | $3,224-99.0% | $188-83.2% |