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| Provider | Service type | Compensation |
|---|---|---|
WEALTHMD CORPORATION10+ years Service code 26 · EIN 20-4720045 | Advisory (Participants) | $16,683 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,649 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,755 | $91,762-29.4% | $67,502-4.1% | $77,643-16.6% |
| Participation rate | 69.8% | 75.9%-6.1pp | 72.9%-3.1pp | 70.6%-0.8pp |
| Annual return | 10.96% | 14.87%-3.9pp | 3512.12%-3501.2pp | 31.24%-20.3pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,891 | $3,903-25.9% | $4,000-27.7% | $4,647-37.8% |
| Admin fee / account holder | $42 | $176-76.4% | $3,998-99.0% | $430-90.3% |