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% | $67,575+94.7% | $74,459+76.7% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 11.25% | -40.53%+51.8pp | 3528.98%-3517.7pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $5,625 | $2,710+107.5% | $2,736+105.6% | $2,626+114.2% |
| Participant deferral / active EE | $7,503 | $3,636+106.3% | $4,003+87.4% | $4,350+72.5% |
| Admin fee / account holder | $82 | $890-90.8% | $3,993-97.9% | $1,945-95.8% |