Filed April 1, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $61,064 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $32,619 |
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 | $74,305 | $83,884-11.4% | $64,101+15.9% | $74,460-0.2% |
| Participation rate | 46.1% | 76.6%-30.6pp | 72.3%-26.2pp | 70.7%-24.7pp |
| Annual return | 15.31% | 16.57%-1.3pp | 33.72%-18.4pp | 34.38%-19.1pp |
| Employer contribution / active EE | $2,078 | $3,084-32.6% | $2,749-24.4% | $2,638-21.2% |
| Participant deferral / active EE | $2,114 | $3,692-42.7% | $3,881-45.5% | $4,530-53.3% |
| Admin fee / account holder | $116 | $196-41.0% | $3,070-96.2% | $348-66.8% |