Filed February 9, 2023 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $99,027 |
FIDUCIARY INVESTMENT ADVISORS10+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 36-4001764 | Other Fees | $58,659 |
STOWE & DEGON, LLC7 years Service code 99 · EIN 04-3379904 | Other Fees | $17,900 |
Service code 99 · EIN 04-2530412 | Other Fees | $6,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,672 | $91,695+72.0% | $67,575+133.3% | $77,736+102.8% |
| Participation rate | 51.6% | 76.0%-24.4pp | 72.9%-21.3pp | 70.6%-19.0pp |
| Annual return | 11.12% | 14.88%-3.8pp | 3528.98%-3517.9pp | 31.26%-20.1pp |
| Employer contribution / active EE | $3,353 | $3,189+5.1% | $2,736+22.6% | $2,728+22.9% |
| Participant deferral / active EE | $3,934 | $3,912+0.6% | $4,003-1.7% | $4,651-15.4% |
| Admin fee / account holder | $195 | $245-20.2% | $3,993-95.1% | $433-54.9% |