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.
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 | $76,612 | $113,568-32.5% | $67,561+13.4% | $199,921-61.7% |
| Participation rate | 40.0% | 73.3%-33.3pp | 72.9%-32.9pp | 72.0%-32.0pp |
| Annual return | 19.57% | 15.88%+3.7pp | 3525.44%-3505.9pp | 34.28%-14.7pp |
| Employer contribution / active EE | $1,372 | $3,409-59.8% | $2,735-49.8% | $3,035-54.8% |
| Participant deferral / active EE | $1,727 | $4,163-58.5% | $4,003-56.9% | $5,089-66.1% |
| Admin fee / account holder | $96 | $102-6.4% | $4,006-97.6% | $269-64.4% |