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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $102,720 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $75,154 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,270 |
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 | $213,238 | $91,710+132.5% | $67,560+215.6% | $77,762+174.2% |
| Participation rate | 68.0% | 76.0%-8.0pp | 72.9%-4.9pp | 70.6%-2.6pp |
| Annual return | 12.44% | 14.88%-2.4pp | 3533.50%-3521.1pp | 31.27%-18.8pp |
| Employer contribution / active EE | $6,269 | $3,187+96.7% | $2,737+129.1% | $2,728+129.8% |
| Participant deferral / active EE | $6,551 | $3,911+67.5% | $4,004+63.6% | $4,651+40.9% |
| Admin fee / account holder | $127 | $245-48.3% | $3,994-96.8% | $433-70.7% |