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| Provider | Service type | Compensation |
|---|---|---|
WEALTHMD CORPORATION10+ years Service code 26 · EIN 20-4720045 | Advisory (Participants) | $114,496 |
DEAN DORTON ALLEN FORD, PLLC7 years Service code 10 · EIN 27-3858252 | Accounting | $25,840 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $24,549 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,517 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $141,641 | $91,695+54.5% | $67,575+109.6% | $77,736+82.2% |
| Participation rate | 86.0% | 76.0%+10.0pp | 72.9%+13.1pp | 70.6%+15.4pp |
| Annual return | 11.39% | 14.88%-3.5pp | 3528.98%-3517.6pp | 31.26%-19.9pp |
| Employer contribution / active EE | $2,115 | $3,189-33.7% | $2,736-22.7% | $2,728-22.4% |
| Participant deferral / active EE | $1,571 | $3,912-59.9% | $4,003-60.8% | $4,651-66.2% |
| Admin fee / account holder | $237 | $245-3.3% | $3,993-94.1% | $433-45.4% |