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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $0 |
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 | $54,989 | $84,236-34.7% | $170,435-67.7% | $70,126-21.6% |
| Participation rate | 97.7% | 70.8%+26.9pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 14.79% | 23.06%-8.3pp | 205.94%-191.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,409 | $3,387-58.4% | $5,432-74.1% | $2,343-39.9% |
| Participant deferral / active EE | $3,136 | $3,086+1.6% | $4,939-36.5% | $3,332-5.9% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |