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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $2,460 |
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 | $57,904 | $33,067+75.1% | $76,523-24.3% | $56,287+2.9% |
| Participation rate | 31.2% | 55.4%-24.2pp | 68.0%-36.8pp | 69.9%-38.6pp |
| Annual return | -3.93% | 2.72%-6.6pp | -0.27%-3.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $658 | $1,200-45.2% | $2,647-75.2% | $2,111-68.8% |
| Participant deferral / active EE | $1,673 | $2,240-25.3% | $3,835-56.4% | $3,350-50.1% |
| Admin fee / account holder | $13 | $537-97.5% | $4,848-99.7% | $521-97.4% |