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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INS. & ANNUITY ASSC Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $109,031 |
Filed as: DIMEO, SCHNEIDER FORMERLY FIA,LLC Service code 19 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Securities Custodian | $59,089 |
BLUM SHAPIRO6+ years Filed as: BLUM, SHAPIRO & CO., P.C. Service code 10 · EIN 06-1009205 29 SOUTH MAIN ST., P.O. BOX 272000 · WEST HARTFORD, CT 061272000 | Accounting | $16,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $229,352 | $76,653+199.2% | $70,492+225.4% | - |
| Participation rate | 98.6% | 80.3%+18.3pp | 75.1%+23.5pp | - |
| Annual return | 13.20% | 4.62%+8.6pp | 109.16%-96.0pp | - |
| Employer contribution / active EE | $5,205 | $2,510+107.3% | $2,738+90.1% | - |
| Participant deferral / active EE | $7,045 | $4,121+70.9% | $3,711+89.8% | - |
| Admin fee / account holder | $101 | $17,353-99.4% | $3,848-97.4% | - |