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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $3,675 |
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).
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 | $34,400 | $49,255-30.2% | $70,494-51.2% | $79,856-56.9% |
| Participation rate | 97.8% | 69.2%+28.6pp | 75.1%+22.7pp | 69.6%+28.1pp |
| Annual return | 2.78% | 30.10%-27.3pp | 109.16%-106.4pp | 31.71%-28.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,803 | $2,768+37.4% | $3,711+2.5% | $3,741+1.7% |
| Admin fee / account holder | $30 | $2,879-99.0% | $3,848-99.2% | $5,306-99.4% |