Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
COHN REZNICK LLP5 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $19,400 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 26 · EIN 36-4001764 | Advisory (Participants) | $18,448 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,683 | $98,780+42.4% | $60,906+131.0% | $77,906+80.6% |
| Participation rate | 49.9% | 76.7%-26.8pp | 73.1%-23.2pp | 73.7%-23.8pp |
| Annual return | -10.51% | -11.56%+1.0pp | 16.94%-27.5pp | 12.16%-22.7pp |
| Employer contribution / active EE | $2,681 | $3,605-25.6% | $2,703-0.8% | $2,846-5.8% |
| Participant deferral / active EE | $2,441 | $4,200-41.9% | $3,814-36.0% | $4,805-49.2% |
| Admin fee / account holder | $27 | $89-69.5% | $3,227-99.2% | $133-79.6% |