| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $437,150 |
FID INV INST OPS CO2 years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $65,293 |
TIAA8+ years Service code 12 · EIN 13-1624203 | Claims processing | $65,293 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,000 |
THE MITRE CORPORATION1 year Service code 16 · EIN 04-2239742 | Consulting | $51,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,046 | $90,672+83.1% | $125,401+32.4% | $89,433+85.7% |
| Participation rate | 69.0% | 72.3%-3.3pp | 82.4%-13.4pp | 71.3%-2.3pp |
| Annual return | -16.00% | -6.42%-9.6pp | 572.53%-588.5pp | -11.88%-4.1pp |
| Employer contribution / active EE | $7,884 | $3,032+160.1% | $4,816+63.7% | $3,021+161.0% |
| Participant deferral / active EE | $0 | $7,210-100.0% | $7,448-100.0% | $5,125-100.0% |
| Admin fee / account holder | $9 | $69-87.5% | $10,008-99.9% | $79-89.1% |