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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $6,577 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,642 | $65,582+41.3% | $64,099+44.5% | $71,495+29.6% |
| Participation rate | 67.9% | 73.2%-5.3pp | 72.3%-4.4pp | 67.9%0pp |
| Annual return | 24.11% | 18.96%+5.1pp | 33.70%-9.6pp | 28.85%-4.7pp |
| Employer contribution / active EE | $2,099 | $2,671-21.4% | $2,748-23.6% | $2,589-19.0% |
| Participant deferral / active EE | $3,455 | $3,628-4.8% | $3,881-11.0% | $4,291-19.5% |
| Admin fee / account holder | $41 | $616-93.4% | $3,070-98.7% | $1,588-97.4% |