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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,166 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $108 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,722 | $48,327+102.2% | $67,575+44.6% | $80,935+20.7% |
| Participation rate | 66.0% | 66.4%-0.5pp | 72.9%-7.0pp | 67.7%-1.7pp |
| Annual return | 13.14% | 18.31%-5.2pp | 3528.98%-3515.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $2,846 | $2,022+40.7% | $2,736+4.0% | $2,757+3.2% |
| Participant deferral / active EE | $3,916 | $2,927+33.8% | $4,003-2.2% | $4,299-8.9% |
| Admin fee / account holder | $48 | $3,692-98.7% | $3,993-98.8% | $6,924-99.3% |