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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INS. & ANNUITY ASSC Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $146,612 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 19 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 060954730 | Securities Custodian | $30,431 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON, LARSON & ALLEN, LLP Service code 10 · EIN 41-0746749 11710 BELTSVILLE DRIVE, SUITE 300 · BELTSVILLE, MD 207053102 | Accounting | $16,560 |
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 | $245,353 | $120,057+104.4% | $75,728+224.0% | $93,010+163.8% |
| Participation rate | 96.6% | 77.3%+19.3pp | 74.8%+21.8pp | 73.9%+22.7pp |
| Annual return | 12.52% | 19.62%-7.1pp | 104.66%-92.1pp | 158.70%-146.2pp |
| Employer contribution / active EE | $4,591 | $3,253+41.1% | $2,743+67.3% | $2,705+69.7% |
| Participant deferral / active EE | $6,947 | $4,089+69.9% | $3,820+81.9% | $4,561+52.3% |
| Admin fee / account holder | $112 | $81+38.0% | $3,620-96.9% | $152-25.9% |