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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $19,045 |
Filed as: SANSIVERI, KIMBALL & CO. LLP Service code 99 · EIN 05-0255779 | Other Fees | $10,200 |
Service code 99 · EIN 04-2530412 | Other Fees | $6,170 |
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $3,490 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $125,218 | $51,620+142.6% | $90,324+38.6% | $65,186+92.1% |
| Participation rate | 92.1% | 68.6%+23.4pp | 73.3%+18.8pp | 70.2%+21.9pp |
| Annual return | 17.37% | 24.94%-7.6pp | 78.15%-60.8pp | 29.39%-12.0pp |
| Employer contribution / active EE | $7 | $2,235-99.7% | $2,856-99.8% | $2,177-99.7% |
| Participant deferral / active EE | $7,530 | $2,871+162.3% | $3,885+93.8% | $3,514+114.3% |
| Admin fee / account holder | $74 | $384-80.8% | $5,356-98.6% | $847-91.3% |