Filed November 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $21,902 |
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 | $105,800 | $42,909+146.6% | $60,906+73.7% | $68,486+54.5% |
| Participation rate | 95.4% | 66.8%+28.6pp | 73.1%+22.3pp | 67.9%+27.5pp |
| Annual return | -13.19% | -13.99%+0.8pp | 16.94%-30.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $4,619 | $1,979+133.5% | $2,703+70.9% | $2,597+77.9% |
| Participant deferral / active EE | $8,014 | $2,866+179.6% | $3,814+110.1% | $4,028+99.0% |
| Admin fee / account holder | $126 | $3,104-95.9% | $3,227-96.1% | $5,404-97.7% |