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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $2,062 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $120 |
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 | $60,342 | $52,467+15.0% | $57,196+5.5% | $55,167+9.4% |
| Participation rate | 56.6% | 75.8%-19.3pp | 75.3%-18.8pp | 69.0%-12.4pp |
| Annual return | 6.43% | 7.72%-1.3pp | 14.59%-8.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,916 | $2,477-22.7% | $2,683-28.6% | $1,963-2.4% |
| Participant deferral / active EE | $2,632 | $2,830-7.0% | $3,096-15.0% | $3,054-13.8% |
| Admin fee / account holder | $12 | $269-95.5% | $3,141-99.6% | $504-97.6% |