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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,753 | $95,406-60.4% | $185,849-79.7% | $85,847-56.0% |
| Participation rate | 66.7% | 68.8%-2.1pp | 81.7%-15.0pp | 69.3%-2.7pp |
| Annual return | 20.56% | 23.59%-3.0pp | 122.10%-101.5pp | 318.61%-298.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $698 | $3,424-79.6% | $5,569-87.5% | $3,952-82.3% |
| Admin fee / account holder | $1 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |