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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $18,512 |
Filed as: SANSIVERI, KIMBALL & CO. LLP Service code 99 · EIN 05-0255779 | Other Fees | $9,900 |
Service code 99 · EIN 04-2530412 | Other Fees | $6,000 |
TIAA1 year Service code 99 · EIN 13-1624203 | Other Fees | $907 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,166 | $44,873+165.6% | $79,467+50.0% | $56,289+111.7% |
| Participation rate | 94.2% | 68.7%+25.5pp | 73.3%+20.9pp | 69.9%+24.3pp |
| Annual return | -1.25% | 0.81%-2.1pp | 718.30%-719.6pp | -9.96%+8.7pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,782 | $2,746+147.0% | $3,704+83.1% | $3,350+102.5% |
| Admin fee / account holder | $68 | $418-83.8% | $5,104-98.7% | $521-87.0% |