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| Provider | Service type | Compensation |
|---|---|---|
WEALTHMD CORPORATION4+ years Service code 28 · EIN 20-4720045 | Investment Management | $11,834 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $56 |
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 | $45,857 | $87,173-47.4% | $59,899-23.4% | $75,289-39.1% |
| Participation rate | 30.8% | 74.5%-43.7pp | 74.7%-43.9pp | 72.4%-41.6pp |
| Annual return | -1.19% | -2.14%+0.9pp | 3.46%-4.7pp | -0.04%-1.2pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,723-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $995 | $3,379-70.6% | $3,402-70.8% | $3,739-73.4% |
| Admin fee / account holder | $26 | $75-64.6% | $3,592-99.3% | $102-74.1% |