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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $808 |
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 | $18,715 | $58,311-67.9% | $81,882-77.1% | $80,959-76.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 18.56% | 41.85%-23.3pp | 779.47%-760.9pp | 35.67%-17.1pp |
| Employer contribution / active EE | $2,667 | $2,347+13.7% | $2,916-8.5% | $2,757-3.3% |
| Participant deferral / active EE | $1,468 | $3,287-55.3% | $4,323-66.0% | $4,300-65.9% |
| Admin fee / account holder | $17 | $4,752-99.7% | $7,360-99.8% | $6,925-99.8% |