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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,754 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $450 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $153,445 | $74,552+105.8% | $63,018+143.5% | $69,631+120.4% |
| Participation rate | 68.7% | 78.3%-9.6pp | 74.8%-6.1pp | 70.7%-2.0pp |
| Annual return | 12.27% | 15.77%-3.5pp | 87.62%-75.3pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $3,280 | $2,929+12.0% | $2,761+18.8% | $2,032+61.4% |
| Participant deferral / active EE | $3,820 | $2,974+28.4% | $3,330+14.7% | $3,224+18.5% |
| Admin fee / account holder | $14 | $59-77.2% | $3,601-99.6% | $110-87.7% |