Filed October 22, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $44,884 |
Filed as: FIDUCIARY ADVISORS, LLC Service code 26 · EIN 36-4001764 | Advisory (Participants) | $31,250 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 15 · EIN 43-1947695 | Recordkeeping | $15,785 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $12,762 |
TIAA3+ years Service code 26 · EIN 13-1624203 | Advisory (Participants) | $1,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $165,596 | $98,780+67.6% | $60,919+171.8% | $77,906+112.6% |
| Participation rate | 32.7% | 76.7%-44.0pp | 73.1%-40.4pp | 73.7%-41.0pp |
| Annual return | -12.51% | -11.56%-1.0pp | 16.98%-29.5pp | 12.16%-24.7pp |
| Employer contribution / active EE | $1,731 | $3,605-52.0% | $2,704-36.0% | $2,846-39.2% |
| Participant deferral / active EE | $1,981 | $4,200-52.8% | $3,814-48.1% | $4,805-58.8% |
| Admin fee / account holder | $59 | $89-33.5% | $3,226-98.2% | $133-55.6% |