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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $150 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,397 | $48,314-39.2% | $67,561-56.5% | $80,925-63.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.84% | 18.28%-6.4pp | 3525.44%-3513.6pp | 35.65%-23.8pp |
| Employer contribution / active EE | $794 | $2,022-60.7% | $2,735-71.0% | $2,756-71.2% |
| Participant deferral / active EE | $2,644 | $2,927-9.6% | $4,003-33.9% | $4,299-38.5% |
| Admin fee / account holder | $1 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |