Filed February 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $73 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,780 | $43,423-36.0% | $78,676-64.7% | $55,167-49.6% |
| Participation rate | 33.9% | 68.0%-34.2pp | 73.6%-39.7pp | 69.0%-35.1pp |
| Annual return | 6.10% | 11.53%-5.4pp | 62.19%-56.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,364 | $2,509-45.6% | $3,517-61.2% | $3,054-55.3% |
| Admin fee / account holder | $1 | $416-99.7% | $4,510-100.0% | $504-99.8% |