Filed February 9, 2023 (most recent of 4 filings on file)
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| 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 | $91,680+72.0% | $67,524+133.5% | $77,692+102.9% |
| Participation rate | 51.6% | 76.0%-24.4pp | 72.9%-21.3pp | 70.6%-19.0pp |
| Annual return | 11.12% | 14.87%-3.7pp | 3519.41%-3508.3pp | 31.25%-20.1pp |
| Employer contribution / active EE | $3,353 | $3,186+5.2% | $2,734+22.6% | $2,726+23.0% |
| Participant deferral / active EE | $3,934 | $3,909+0.6% | $4,001-1.7% | $4,648-15.4% |
| Admin fee / account holder | $195 | $176+10.8% | $4,001-95.1% | $431-54.6% |