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| Provider | Service type | Compensation |
|---|---|---|
WEALTHMD CORPORATION8+ years Service code 26 · EIN 20-4720045 | Advisory (Participants) | $14,422 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,314 | $79,151-22.5% | $60,906+0.7% | $64,819-5.4% |
| Participation rate | 59.3% | 77.7%-18.4pp | 73.1%-13.8pp | 71.5%-12.1pp |
| Annual return | -10.45% | -7.12%-3.3pp | 16.94%-27.4pp | 32.84%-43.3pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,703-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,823 | $3,727-24.3% | $3,814-26.0% | $4,311-34.5% |
| Admin fee / account holder | $39 | $106-62.9% | $3,227-98.8% | $188-79.1% |