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| Provider | Service type | Compensation |
|---|---|---|
WEALTHMD CORPORATION3+ years Service code 26 · EIN 20-4720045 | Advisory (Participants) | $14,999 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $64 |
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 | $66,504 | $92,091-27.8% | $63,018+5.5% | $77,958-14.7% |
| Participation rate | 19.6% | 74.5%-54.9pp | 74.8%-55.2pp | 71.6%-52.1pp |
| Annual return | 20.36% | 16.23%+4.1pp | 87.62%-67.3pp | 20.87%-0.5pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,761-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $729 | $3,361-78.3% | $3,330-78.1% | $3,537-79.4% |
| Admin fee / account holder | $46 | $48-4.2% | $3,601-98.7% | $97-52.8% |