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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $9,395 |
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 | $26,422 | $57,976-54.4% | $63,018-58.1% | $62,293-57.6% |
| Participation rate | 99.2% | 75.9%+23.2pp | 74.8%+24.4pp | 69.5%+29.7pp |
| Annual return | 13.49% | 17.54%-4.1pp | 87.62%-74.1pp | 28.90%-15.4pp |
| Employer contribution / active EE | $2,674 | $2,415+10.7% | $2,761-3.1% | $2,042+30.9% |
| Participant deferral / active EE | $4,477 | $2,956+51.5% | $3,330+34.5% | $3,169+41.3% |
| Admin fee / account holder | $49 | $276-82.3% | $3,601-98.6% | $479-89.8% |