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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $368,782 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 060954730 | Advisory (Plan) | $52,582 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 11710 BELTSVILLE DR. · BELTSVILLE, MD 207053102 | Accounting | $17,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $136,685 | $113,568+20.4% | $67,560+102.3% | $200,096-31.7% |
| Participation rate | 26.2% | 73.3%-47.2pp | 72.9%-46.8pp | 72.0%-45.9pp |
| Annual return | 13.18% | 15.88%-2.7pp | 3533.50%-3520.3pp | 34.26%-21.1pp |
| Employer contribution / active EE | $1,570 | $3,409-54.0% | $2,737-42.6% | $3,038-48.3% |
| Participant deferral / active EE | $1,694 | $4,163-59.3% | $4,004-57.7% | $5,090-66.7% |
| Admin fee / account holder | $194 | $102+89.8% | $3,994-95.1% | $269-27.8% |