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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,500 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,440 |
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 | $83,336 | $70,083+18.9% | $59,899+39.1% | $55,725+49.5% |
| Participation rate | 61.9% | 78.4%-16.5pp | 74.7%-12.8pp | 70.9%-9.0pp |
| Annual return | -3.84% | 3.13%-7.0pp | 3.46%-7.3pp | 244.93%-248.8pp |
| Employer contribution / active EE | $3,164 | $2,878+9.9% | $2,723+16.2% | $2,078+52.3% |
| Participant deferral / active EE | $3,253 | $3,079+5.7% | $3,402-4.4% | $3,356-3.0% |
| Admin fee / account holder | $107 | $70+52.6% | $3,592-97.0% | $115-6.9% |