Filed October 22, 2024 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $51,744 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 26 · EIN 20-4751585 | Advisory (Participants) | $18,750 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $17,272 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 15 · EIN 43-1947695 | Recordkeeping | $11,934 |
TIAA2+ years Service code 26 · EIN 13-1624203 | Advisory (Participants) | $2,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,776 | $120,057+71.4% | $75,728+171.7% | $93,010+121.2% |
| Participation rate | 47.4% | 77.3%-29.9pp | 74.8%-27.5pp | 73.9%-26.5pp |
| Annual return | 12.75% | 19.62%-6.9pp | 104.66%-91.9pp | 158.70%-146.0pp |
| Employer contribution / active EE | $2,452 | $3,253-24.6% | $2,743-10.6% | $2,705-9.4% |
| Participant deferral / active EE | $2,957 | $4,089-27.7% | $3,820-22.6% | $4,561-35.2% |
| Admin fee / account holder | $58 | $81-28.2% | $3,620-98.4% | $152-61.4% |