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| Provider | Service type | Compensation |
|---|---|---|
WEALTHMD CORPORATION5+ years Service code 26 · EIN 20-4720045 | Advisory (Participants) | $10,067 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $61 |
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 | $52,949 | $95,542-44.6% | $69,464-23.8% | $67,579-21.6% |
| Participation rate | 73.0% | 79.4%-6.4pp | 74.6%-1.6pp | 71.3%+1.7pp |
| Annual return | 18.33% | 17.67%+0.7pp | 28.98%-10.6pp | 378.56%-360.2pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,096 | $3,263-5.1% | $3,536-12.5% | $3,539-12.5% |
| Admin fee / account holder | $25 | $90-72.7% | $3,840-99.4% | $142-82.8% |