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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $1,045 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $58,997 | $39,798+48.2% | $67,704-12.9% | $59,633-1.1% |
| Participation rate | 97.7% | 57.4%+40.4pp | 67.5%+30.2pp | 68.7%+29.1pp |
| Annual return | 1.72% | 89.94%-88.2pp | 25.41%-23.7pp | 2041.40%-2039.7pp |
| Employer contribution / active EE | $1,634 | $1,393+17.3% | $2,559-36.2% | $2,203-25.8% |
| Participant deferral / active EE | $4,787 | $2,335+105.0% | $3,585+33.5% | $3,192+50.0% |
| Admin fee / account holder | $6 | $3,212-99.8% | $4,255-99.8% | $4,297-99.8% |