Filed April 1, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $76,282 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $8,652 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,612 | $113,293-32.4% | $67,502+13.5% | $199,593-61.6% |
| Participation rate | 40.0% | 73.3%-33.3pp | 72.9%-32.9pp | 72.0%-32.0pp |
| Annual return | 19.57% | 15.88%+3.7pp | 3512.12%-3492.6pp | 34.25%-14.7pp |
| Employer contribution / active EE | $1,372 | $3,401-59.7% | $2,731-49.8% | $3,034-54.8% |
| Participant deferral / active EE | $1,727 | $4,159-58.5% | $4,000-56.8% | $5,087-66.0% |
| Admin fee / account holder | $96 | $103-6.5% | $3,998-97.6% | $269-64.3% |