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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $6,004 |
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 | $34,803 | $69,771-50.1% | $67,524-48.5% | $74,400-53.2% |
| Participation rate | 98.5% | 71.4%+27.2pp | 72.9%+25.6pp | 67.2%+31.3pp |
| Annual return | 14.64% | -40.49%+55.1pp | 3519.41%-3504.8pp | 1367.51%-1352.9pp |
| Employer contribution / active EE | $985 | $2,710-63.6% | $2,734-64.0% | $2,624-62.5% |
| Participant deferral / active EE | $3,145 | $3,638-13.6% | $4,001-21.4% | $4,348-27.7% |
| Admin fee / account holder | $41 | $889-95.3% | $4,001-99.0% | $1,944-97.9% |