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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $4,252 |
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 | $58,238 | $55,002+5.9% | $59,887-2.8% | $56,287+3.5% |
| Participation rate | 69.6% | 75.9%-6.3pp | 74.7%-5.1pp | 69.9%-0.2pp |
| Annual return | -1.24% | 1.13%-2.4pp | 3.46%-4.7pp | -9.96%+8.7pp |
| Employer contribution / active EE | $2,234 | $2,448-8.8% | $2,722-18.0% | $2,111+5.8% |
| Participant deferral / active EE | $3,103 | $3,121-0.6% | $3,402-8.8% | $3,350-7.4% |
| Admin fee / account holder | $23 | $236-90.2% | $3,591-99.4% | $521-95.6% |