Filed August 18, 2015
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $34,102 |
TEACHERS INSURANCE & ANNUITY ASSOC10+ years Filed as: TEACHERS INSURANCE ANNUITY ASSOC Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $7,003 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,540 | $69,774+88.5% | $67,561+94.7% | $74,429+76.7% |
| Participation rate | 99.4% | 71.4%+28.1pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 11.25% | -40.53%+51.8pp | 3525.44%-3514.2pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $5,625 | $2,710+107.6% | $2,735+105.7% | $2,625+114.3% |
| Participant deferral / active EE | $7,503 | $3,636+106.3% | $4,003+87.4% | $4,348+72.5% |
| Admin fee / account holder | $82 | $890-90.8% | $4,006-98.0% | $1,944-95.8% |