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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $2,589 |
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).
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 | $64,240 | $31,424+104.4% | $81,473-21.2% | $69,631-7.7% |
| Participation rate | 36.4% | 50.8%-14.4pp | 68.0%-31.6pp | 70.7%-34.3pp |
| Annual return | 17.62% | 22.44%-4.8pp | 38.78%-21.2pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $589 | $1,029-42.7% | $2,568-77.0% | $2,032-71.0% |
| Participant deferral / active EE | $1,638 | $1,838-10.9% | $3,537-53.7% | $3,224-49.2% |
| Admin fee / account holder | $15 | $103-85.8% | $4,561-99.7% | $110-86.8% |