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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 99 · EIN 13-1624203 | Other Fees | $18,914 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 99 · EIN 36-4001764 | Other Fees | $16,548 |
CITRIN COOPERMAN5 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $13,912 |
Service code 99 · EIN 04-2530412 | Other Fees | $9,219 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,518 | $60,393+119.4% | $81,820+62.0% | $74,429+78.0% |
| Participation rate | 98.6% | 62.9%+35.7pp | 72.4%+26.2pp | 67.2%+31.4pp |
| Annual return | 12.64% | 16.89%-4.3pp | 777.93%-765.3pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $7,174 | $3,397+111.2% | $4,323+66.0% | $4,348+65.0% |
| Admin fee / account holder | $107 | $1,491-92.9% | $7,391-98.6% | $1,944-94.5% |