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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $275 |
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 | $57,846 | $69,774-17.1% | $67,575-14.4% | $74,459-22.3% |
| Participation rate | 75.2% | 71.4%+3.9pp | 72.9%+2.3pp | 67.2%+8.0pp |
| Annual return | 13.37% | -40.53%+53.9pp | 3528.98%-3515.6pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,501 | $3,636-3.7% | $4,003-12.6% | $4,350-19.5% |
| Admin fee / account holder | $1 | $890-99.8% | $3,993-100.0% | $1,945-99.9% |