Filed May 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,000 |
TIAA2 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,744 |
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 | $74,347 | $65,557+13.4% | $64,056+16.1% | $71,457+4.0% |
| Participation rate | 95.1% | 73.2%+21.9pp | 72.3%+22.8pp | 67.9%+27.2pp |
| Annual return | 12.60% | 18.94%-6.3pp | 33.69%-21.1pp | 28.85%-16.2pp |
| Employer contribution / active EE | $2,294 | $2,669-14.1% | $2,747-16.5% | $2,588-11.4% |
| Participant deferral / active EE | $3,987 | $3,626+10.0% | $3,880+2.7% | $4,289-7.0% |
| Admin fee / account holder | $80 | $616-87.0% | $3,068-97.4% | $1,587-94.9% |