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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $79,236 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,885 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $42,753 |
STOWE & DEGON, LLC8+ years Service code 10 · EIN 04-3379904 | Accounting | $15,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,798 | $79,151+125.9% | $60,919+193.5% | $64,829+175.8% |
| Participation rate | 80.3% | 77.7%+2.6pp | 73.1%+7.2pp | 71.5%+8.9pp |
| Annual return | -12.26% | -7.12%-5.1pp | 16.98%-29.2pp | 32.85%-45.1pp |
| Employer contribution / active EE | $7,044 | $3,052+130.8% | $2,704+160.5% | $2,507+181.0% |
| Participant deferral / active EE | $7,397 | $3,727+98.4% | $3,814+93.9% | $4,312+71.6% |
| Admin fee / account holder | $108 | $106+2.2% | $3,226-96.7% | $188-42.5% |