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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 73 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other insurance fees and expenses | $9,037 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,414 | $61,338-56.9% | $149,717-82.4% | $71,495-63.1% |
| Participation rate | 95.3% | 62.5%+32.8pp | 78.8%+16.5pp | 67.9%+27.3pp |
| Annual return | 13.06% | 35.86%-22.8pp | 134.41%-121.3pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1,845 | $2,381-22.5% | $4,820-61.7% | $2,589-28.8% |
| Participant deferral / active EE | $1,550 | $2,919-46.9% | $5,682-72.7% | $4,291-63.9% |
| Admin fee / account holder | $59 | $1,263-95.3% | $13,213-99.6% | $1,588-96.3% |