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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 99 · EIN 13-1624203 | Other Fees | $73,312 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 99 · EIN 36-4001764 | Other Fees | $15,000 |
COHNREZNICK LLP4 years Service code 99 · EIN 33-4144829 | Other Fees | $10,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,839 | $65,084+101.0% | $67,681+93.3% | $64,340+103.4% |
| Participation rate | 80.7% | 66.7%+14.0pp | 73.7%+7.0pp | 55.2%+25.5pp |
| Annual return | 21.24% | 20.50%+0.7pp | 590.58%-569.3pp | 24.14%-2.9pp |
| Employer contribution / active EE | $5,311 | $2,398+121.4% | $2,678+98.3% | $1,862+185.3% |
| Participant deferral / active EE | $5,674 | $3,210+76.7% | $3,976+42.7% | $2,980+90.4% |
| Admin fee / account holder | $251 | $1,415-82.3% | $6,100-95.9% | $3,703-93.2% |