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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $87,665 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $35,602 |
GRAY, GRAY & GRAY7 years Filed as: GRAY, GRAY & GRAY LLP Service code 99 · EIN 04-2088368 | Other Fees | $18,000 |
Service code 99 · EIN 04-2530412 | Other Fees | $8,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $170,353 | $91,710+85.8% | $67,560+152.2% | $77,762+119.1% |
| Participation rate | 59.2% | 76.0%-16.9pp | 72.9%-13.8pp | 70.6%-11.4pp |
| Annual return | 12.44% | 14.88%-2.4pp | 3533.50%-3521.1pp | 31.27%-18.8pp |
| Employer contribution / active EE | $4,448 | $3,187+39.5% | $2,737+62.5% | $2,728+63.0% |
| Participant deferral / active EE | $4,549 | $3,911+16.3% | $4,004+13.6% | $4,651-2.2% |
| Admin fee / account holder | $217 | $245-11.3% | $3,994-94.6% | $433-49.8% |