Filed June 5, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $22,358 |
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 | $44,462 | $83,884-47.0% | $64,056-30.6% | $74,419-40.3% |
| Participation rate | 98.5% | 76.6%+21.9pp | 72.3%+26.2pp | 70.7%+27.8pp |
| Annual return | 17.53% | 16.57%+1.0pp | 33.69%-16.2pp | 34.38%-16.9pp |
| Employer contribution / active EE | $2,166 | $3,084-29.8% | $2,747-21.1% | $2,637-17.9% |
| Participant deferral / active EE | $2,639 | $3,692-28.5% | $3,880-32.0% | $4,528-41.7% |
| Admin fee / account holder | $35 | $196-82.1% | $3,068-98.9% | $348-89.9% |