Filed April 1, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $63,525 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $31,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,235 | $79,151-21.4% | $60,906+2.2% | $64,819-4.0% |
| Participation rate | 42.9% | 77.7%-34.8pp | 73.1%-30.2pp | 71.5%-28.6pp |
| Annual return | -13.36% | -7.12%-6.2pp | 16.94%-30.3pp | 32.84%-46.2pp |
| Employer contribution / active EE | $1,146 | $3,052-62.5% | $2,703-57.6% | $2,507-54.3% |
| Participant deferral / active EE | $1,896 | $3,727-49.1% | $3,814-50.3% | $4,311-56.0% |
| Admin fee / account holder | $0 | $106-100.0% | $3,227-100.0% | $188-100.0% |