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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $80,278 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 27 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $24,796 |
BLUM SHAPIRO2 years Service code 10 · EIN 06-1009205 PO BOX 272000 · WEST HARTFORD, CT 061272000 | Accounting | $11,587 |
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 | $107,326 | $92,091+16.5% | $63,018+70.3% | $77,958+37.7% |
| Participation rate | 74.5% | 74.5%+0.1pp | 74.8%-0.3pp | 71.6%+2.9pp |
| Annual return | 16.14% | 16.23%-0.1pp | 87.63%-71.5pp | 20.87%-4.7pp |
| Employer contribution / active EE | $4,089 | $3,424+19.4% | $2,761+48.1% | $2,310+77.0% |
| Participant deferral / active EE | $4,240 | $3,361+26.1% | $3,330+27.3% | $3,537+19.9% |
| Admin fee / account holder | $75 | $48+55.9% | $3,601-97.9% | $97-23.3% |