Filed February 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $39,612 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 26 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 060954730 | Advisory (Participants) | $24,646 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,185 | $69,774+174.0% | $67,575+182.9% | $74,459+156.8% |
| Participation rate | 96.4% | 71.4%+25.1pp | 72.9%+23.5pp | 67.2%+29.2pp |
| Annual return | 13.19% | -40.53%+53.7pp | 3528.98%-3515.8pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $6,346 | $2,710+134.1% | $2,736+132.0% | $2,626+141.7% |
| Participant deferral / active EE | $6,328 | $3,636+74.0% | $4,003+58.1% | $4,350+45.5% |
| Admin fee / account holder | $197 | $890-77.9% | $3,993-95.1% | $1,945-89.9% |