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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.
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 | $64,755 | $91,710-29.4% | $67,560-4.2% | $77,762-16.7% |
| Participation rate | 69.8% | 76.0%-6.2pp | 72.9%-3.1pp | 70.6%-0.8pp |
| Annual return | 10.96% | 14.88%-3.9pp | 3533.50%-3522.5pp | 31.27%-20.3pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,891 | $3,911-26.1% | $4,004-27.8% | $4,651-37.8% |
| Admin fee / account holder | $42 | $245-83.0% | $3,994-99.0% | $433-90.4% |