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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $4,200 |
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.
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 | $65,788 | $57,976+13.5% | $63,018+4.4% | $62,293+5.6% |
| Participation rate | 63.2% | 75.9%-12.8pp | 74.8%-11.6pp | 69.5%-6.4pp |
| Annual return | 13.83% | 17.54%-3.7pp | 87.62%-73.8pp | 28.90%-15.1pp |
| Employer contribution / active EE | $2,365 | $2,415-2.1% | $2,761-14.3% | $2,042+15.8% |
| Participant deferral / active EE | $3,047 | $2,956+3.1% | $3,330-8.5% | $3,169-3.8% |
| Admin fee / account holder | $24 | $276-91.4% | $3,601-99.3% | $479-95.1% |