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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $200 |
Participant contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,465 | $53,837-71.3% | $75,714-79.6% | $85,847-82.0% |
| Participation rate | 96.9% | 69.1%+27.9pp | 74.8%+22.1pp | 69.3%+27.6pp |
| Annual return | 13.01% | 24.54%-11.5pp | 104.62%-91.6pp | 318.61%-305.6pp |
| Employer contribution / active EE | $946 | $2,017-53.1% | $2,744-65.5% | $2,565-63.1% |
| Participant deferral / active EE | $496 | $2,895-82.9% | $3,820-87.0% | $3,952-87.4% |
| Admin fee / account holder | $5 | $3,339-99.9% | $3,619-99.9% | $6,261-99.9% |