| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $367,799 |
TIAA7+ years Service code 12 · EIN 13-1624203 | Claims processing | $74,205 |
FID INV INST OPS CO1 year Service code 60 · EIN 04-2647786 | Sub-TA Fees | $42,795 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,500 |
Filed as: CAMMACK LARHETTE Service code 16 · EIN 20-4668732 | Consulting | $16,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $218,776 | $107,662+103.2% | $159,495+37.2% | $106,520+105.4% |
| Participation rate | 65.8% | 69.4%-3.6pp | 82.8%-17.0pp | 71.3%-5.5pp |
| Annual return | 11.59% | 22.17%-10.6pp | 263.72%-252.1pp | 19.28%-7.7pp |
| Employer contribution / active EE | $7,731 | $2,741+182.1% | $4,831+60.0% | $2,840+172.2% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $7,354-100.0% | $4,948-100.0% |
| Admin fee / account holder | $6 | $69-91.4% | $10,804-99.9% | $75-92.1% |