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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INS. & ANNUITY ASSC Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $138,400 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 19 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 060954730 | Securities Custodian | $62,231 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON, LARSON & ALLEN, LLP Service code 10 · EIN 41-0746749 11710 BELTSVILLE DRIVE, SUITE 300 · BELTSVILLE, MD 207053102 | Accounting | $18,165 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,694 | $98,780+103.2% | $60,919+229.4% | $77,906+157.6% |
| Participation rate | 96.1% | 76.7%+19.4pp | 73.1%+23.0pp | 73.7%+22.4pp |
| Annual return | -10.96% | -11.56%+0.6pp | 16.98%-27.9pp | 12.16%-23.1pp |
| Employer contribution / active EE | $6,448 | $3,605+78.9% | $2,704+138.5% | $2,846+126.5% |
| Participant deferral / active EE | $7,009 | $4,200+66.9% | $3,814+83.8% | $4,805+45.9% |
| Admin fee / account holder | $110 | $89+24.5% | $3,226-96.6% | $133-16.8% |