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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $66,920 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $55,164 |
Filed as: GUILMARTIN, DIPIRO & SOKOLOWSKI,LLC Service code 10 · EIN 06-0971998 | Accounting | $23,430 |
PASI, LLC3 years Service code 13 · EIN 26-1407927 | Contract Administrator | $20,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,096 | $55,694-22.6% | $81,882-47.4% | $200,096-78.5% |
| Participation rate | 75.2% | 62.7%+12.5pp | 72.4%+2.8pp | 72.0%+3.2pp |
| Annual return | 10.90% | 19.59%-8.7pp | 779.47%-768.6pp | 34.26%-23.4pp |
| Employer contribution / active EE | $3,760 | $2,114+77.8% | $2,916+28.9% | $3,038+23.8% |
| Participant deferral / active EE | $2,753 | $3,299-16.6% | $4,323-36.3% | $5,090-45.9% |
| Admin fee / account holder | $89 | $348-74.4% | $7,360-98.8% | $269-67.0% |