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 | $69,771+174.0% | $67,524+183.1% | $74,400+157.0% |
| Participation rate | 96.4% | 71.4%+25.1pp | 72.9%+23.6pp | 67.2%+29.2pp |
| Annual return | 13.19% | -40.49%+53.7pp | 3519.41%-3506.2pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $6,346 | $2,710+134.1% | $2,734+132.1% | $2,624+141.8% |
| Participant deferral / active EE | $6,328 | $3,638+73.9% | $4,001+58.2% | $4,348+45.5% |
| Admin fee / account holder | $197 | $889-77.9% | $4,001-95.1% | $1,944-89.9% |