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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 99 · EIN 36-4001764 | Other Fees | $21,341 |
TIAA6 years Service code 99 · EIN 13-1624203 | Other Fees | $13,290 |
CITRIN COOPERMAN4 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $13,126 |
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 | $126,624 | $58,312+117.1% | $86,656+46.1% | $71,529+77.0% |
| Participation rate | 98.1% | 65.0%+33.0pp | 71.7%+26.4pp | 67.9%+30.1pp |
| Annual return | 12.85% | 24.08%-11.2pp | 593.09%-580.2pp | 28.97%-16.1pp |
| Employer contribution / active EE | $0 | $2,576-100.0% | $3,025-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $7,234 | $3,439+110.3% | $4,439+63.0% | $4,291+68.6% |
| Admin fee / account holder | $96 | $1,057-90.9% | $5,619-98.3% | $1,588-94.0% |