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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 23 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Insurance services | $100 |
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 | $38,132 | $147,039-74.1% | $64,101-40.5% | - |
| Participation rate | 96.0% | 70.9%+25.0pp | 72.3%+23.7pp | - |
| Annual return | 14.33% | 7.51%+6.8pp | 33.72%-19.4pp | - |
| Employer contribution / active EE | $2,431 | $2,405+1.1% | $2,749-11.5% | - |
| Participant deferral / active EE | $3,269 | $3,377-3.2% | $3,881-15.8% | - |
| Admin fee / account holder | $0 | $6,926-100.0% | $3,070-100.0% | - |