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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $6,547 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,449 | $65,322+23.2% | $70,476+14.2% | $73,493+9.5% |
| Participation rate | 64.8% | 77.0%-12.1pp | 75.1%-10.2pp | 70.7%-5.9pp |
| Annual return | 16.25% | 15.71%+0.5pp | 109.12%-92.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,151 | $2,460-53.2% | $2,738-58.0% | $2,270-49.3% |
| Participant deferral / active EE | $2,627 | $3,375-22.2% | $3,710-29.2% | $3,740-29.8% |
| Admin fee / account holder | $39 | $214-81.8% | $3,847-99.0% | $513-92.4% |