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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $9,755 |
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 | $69,898 | $60,795+15.0% | $69,464+0.6% | $65,185+7.2% |
| Participation rate | 59.5% | 74.9%-15.3pp | 74.6%-15.1pp | 70.2%-10.7pp |
| Annual return | 18.16% | 17.46%+0.7pp | 28.98%-10.8pp | 29.38%-11.2pp |
| Employer contribution / active EE | $2,167 | $2,452-11.6% | $2,779-22.0% | $2,177-0.4% |
| Participant deferral / active EE | $3,148 | $3,162-0.4% | $3,536-11.0% | $3,514-10.4% |
| Admin fee / account holder | $58 | $314-81.6% | $3,840-98.5% | $847-93.2% |