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| Provider | Service type | Compensation |
|---|---|---|
WEALTHMD CORPORATION2+ years Service code 26 · EIN 20-4720045 | Advisory (Participants) | $26,911 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $7 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $58,980 | $85,199-30.8% | $57,196+3.1% | $63,975-7.8% |
| Participation rate | 17.7% | 74.0%-56.4pp | 75.3%-57.7pp | 71.1%-53.5pp |
| Annual return | 8.85% | 10.43%-1.6pp | 14.59%-5.7pp | 48.65%-39.8pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,683-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $721 | $3,109-76.8% | $3,096-76.7% | $3,356-78.5% |
| Admin fee / account holder | $96 | $39+148.7% | $3,141-96.9% | $70+36.4% |