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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,766 |
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 | $76,030 | $42,909+77.2% | $60,906+24.8% | $68,486+11.0% |
| Participation rate | 97.7% | 66.8%+31.0pp | 73.1%+24.6pp | 67.9%+29.8pp |
| Annual return | -11.09% | -13.99%+2.9pp | 16.94%-28.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $3,816 | $1,979+92.9% | $2,703+41.2% | $2,597+47.0% |
| Participant deferral / active EE | $3,992 | $2,866+39.3% | $3,814+4.7% | $4,028-0.9% |
| Admin fee / account holder | $25 | $3,104-99.2% | $3,227-99.2% | $5,404-99.5% |