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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $19,594 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $8,850 |
Service code 99 · EIN 04-2530412 | Other Fees | $8,470 |
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $6,162 |
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 | $137,868 | $66,124+108.5% | $90,461+52.4% | $73,497+87.6% |
| Participation rate | 93.9% | 69.7%+24.2pp | 72.7%+21.2pp | 70.7%+23.2pp |
| Annual return | 12.80% | 17.65%-4.9pp | 1294.76%-1282.0pp | 28.51%-15.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,264-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,716 | $3,039+186.8% | $3,964+119.9% | $3,740+133.1% |
| Admin fee / account holder | $82 | $396-79.3% | $5,617-98.5% | $513-84.0% |