Filed May 18, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $142,565 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 49 · EIN 36-4001764 | Other Services | $40,607 |
Service code 49 · EIN 04-2530412 | Other Services | $8,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,809 | $79,124+37.5% | $60,899+78.7% | $64,814+67.9% |
| Participation rate | 35.8% | 77.7%-41.9pp | 73.1%-37.3pp | 71.5%-35.6pp |
| Annual return | -10.99% | -7.13%-3.9pp | 16.92%-27.9pp | 32.84%-43.8pp |
| Employer contribution / active EE | $1,294 | $3,050-57.6% | $2,702-52.1% | $2,507-48.4% |
| Participant deferral / active EE | $2,445 | $3,725-34.4% | $3,817-35.9% | $4,310-43.3% |
| Admin fee / account holder | $180 | $106+70.5% | $3,225-94.4% | $188-4.1% |