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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $103,765 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,811 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $41,508 |
STOWE & DEGON, LLC1 year Filed as: STOWE AND DEGON, LLC Service code 10 · EIN 04-3379904 | Accounting | $14,850 |
FIDUCIARY INVESTMENT ADVISORS7+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $13,836 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,439 | $94,836+134.6% | $75,728+193.7% | $86,828+156.2% |
| Participation rate | 85.9% | 79.1%+6.7pp | 74.8%+11.1pp | 72.3%+13.6pp |
| Annual return | 12.60% | 16.90%-4.3pp | 104.66%-92.1pp | 97.95%-85.3pp |
| Employer contribution / active EE | $5,887 | $2,908+102.5% | $2,743+114.6% | $2,406+144.6% |
| Participant deferral / active EE | $6,191 | $3,632+70.4% | $3,820+62.1% | $4,132+49.8% |
| Admin fee / account holder | $139 | $108+28.3% | $3,620-96.2% | $170-18.0% |