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| Provider | Service type | Compensation |
|---|---|---|
WEALTHMD CORPORATION4+ years Service code 28 · EIN 20-4720045 | Investment Management | $134,193 |
Service code 10 · EIN 27-3858252 | Accounting | $10,500 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,528 |
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 | $104,444 | $70,083+49.0% | $59,883+74.4% | $55,725+87.4% |
| Participation rate | 93.8% | 78.4%+15.4pp | 74.7%+19.0pp | 70.9%+22.9pp |
| Annual return | -3.69% | 3.13%-6.8pp | 3.46%-7.2pp | 244.93%-248.6pp |
| Employer contribution / active EE | $4,528 | $2,878+57.3% | $2,722+66.4% | $2,078+117.9% |
| Participant deferral / active EE | $2,247 | $3,079-27.0% | $3,402-33.9% | $3,356-33.0% |
| Admin fee / account holder | $189 | $70+168.9% | $3,591-94.7% | $115+64.2% |