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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $23,917 |
STOWE & DEGON, LLC2+ years Service code 10 · EIN 04-3379904 | Accounting | $13,600 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
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 | $162,442 | $68,408+137.5% | $57,196+184.0% | $57,661+181.7% |
| Participation rate | 90.1% | 79.1%+10.9pp | 75.3%+14.7pp | 70.2%+19.8pp |
| Annual return | 7.04% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.9pp |
| Employer contribution / active EE | $6,162 | $2,869+114.8% | $2,683+129.7% | $1,974+212.2% |
| Participant deferral / active EE | $6,064 | $2,903+108.9% | $3,096+95.9% | $3,061+98.1% |
| Admin fee / account holder | $30 | $70-57.4% | $3,141-99.1% | $95-68.6% |