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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $153,390 |
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 27 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $69,848 |
BLUM SHAPIRO3 years Service code 10 · EIN 06-1009205 PO BOX 272000 · WEST HARTFORD, CT 061272000 | Accounting | $11,872 |
PASI, LLC3 years Service code 13 · EIN 26-1407927 | Contract Administrator | $5,550 |
Filed as: FIDELITY INVESTMENTS INST'L OPER. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,995 |
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 | $101,950 | $87,173+17.0% | $59,899+70.2% | $75,289+35.4% |
| Participation rate | 69.0% | 74.5%-5.5pp | 74.7%-5.7pp | 72.4%-3.4pp |
| Annual return | -2.00% | -2.14%+0.1pp | 3.46%-5.5pp | -0.04%-2.0pp |
| Employer contribution / active EE | $3,593 | $3,473+3.5% | $2,723+32.0% | $2,405+49.4% |
| Participant deferral / active EE | $4,073 | $3,379+20.5% | $3,403+19.7% | $3,739+8.9% |
| Admin fee / account holder | $143 | $75+91.2% | $3,592-96.0% | $102+39.7% |