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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $15,048 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $11,500 |
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $6,390 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,041 | $63,768+124.3% | $98,506+45.2% | $79,389+80.2% |
| Participation rate | 96.4% | 69.9%+26.5pp | 73.3%+23.0pp | 70.7%+25.6pp |
| Annual return | 11.81% | 626.18%-614.4pp | 1494.92%-1483.1pp | 116.89%-105.1pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $7,766 | $3,305+135.0% | $4,277+81.6% | $4,046+91.9% |
| Admin fee / account holder | $69 | $516-86.6% | $5,955-98.8% | $626-89.0% |