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| Provider | Service type | Compensation |
|---|---|---|
WEALTHMD CORPORATION6+ years Service code 26 · EIN 20-4720045 | Advisory (Participants) | $11,253 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $71 |
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 | $58,216 | $84,948-31.5% | $70,494-17.4% | $73,412-20.7% |
| Participation rate | 70.7% | 79.9%-9.2pp | 75.1%-4.3pp | 72.2%-1.4pp |
| Annual return | 14.68% | 13.39%+1.3pp | 109.16%-94.5pp | 59.30%-44.6pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,936 | $3,387-13.3% | $3,711-20.9% | $3,806-22.8% |
| Admin fee / account holder | $26 | $98-73.1% | $3,848-99.3% | $158-83.3% |