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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $6,536 |
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 | $77,060 | $60,989+26.4% | $60,906+26.5% | $66,938+15.1% |
| Participation rate | 48.7% | 74.5%-25.8pp | 73.1%-24.4pp | 69.8%-21.1pp |
| Annual return | -14.64% | -9.60%-5.0pp | 16.94%-31.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,977 | $2,661-25.7% | $2,703-26.8% | $2,545-22.3% |
| Participant deferral / active EE | $3,208 | $3,615-11.3% | $3,814-15.9% | $4,238-24.3% |
| Admin fee / account holder | $41 | $338-87.9% | $3,227-98.7% | $594-93.1% |