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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $66,774 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $47,387 |
STOWE & DEGON, LLC6+ years Service code 10 · EIN 04-3379904 | Accounting | $14,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,891 |
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 | $207,928 | $84,948+144.8% | $70,492+195.0% | $73,415+183.2% |
| Participation rate | 93.2% | 79.9%+13.2pp | 75.1%+18.1pp | 72.2%+21.0pp |
| Annual return | 13.35% | 13.39%0pp | 109.16%-95.8pp | 59.30%-45.9pp |
| Employer contribution / active EE | $6,047 | $2,834+113.4% | $2,738+120.8% | $2,234+170.7% |
| Participant deferral / active EE | $5,997 | $3,387+77.1% | $3,711+61.6% | $3,806+57.6% |
| Admin fee / account holder | $87 | $98-11.4% | $3,848-97.7% | $158-44.9% |