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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $195,322 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 27 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $52,402 |
BLUM SHAPIRO4 years Service code 10 · EIN 06-1009205 PO BOX 272000 · WEST HARTFORD, CT 061272000 | Accounting | $12,183 |
Filed as: FIDELITY INV. INT'L OPERATIONS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,846 |
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 | $115,739 | $204,517-43.4% | $69,480+66.6% | $77,775+48.8% |
| Participation rate | 70.5% | 74.6%-4.1pp | 74.6%-4.1pp | 73.2%-2.7pp |
| Annual return | 19.09% | 22.10%-3.0pp | 28.99%-9.9pp | 32.58%-13.5pp |
| Employer contribution / active EE | $3,675 | $3,548+3.6% | $2,780+32.2% | $2,504+46.8% |
| Participant deferral / active EE | $4,232 | $3,478+21.7% | $3,537+19.7% | $3,966+6.7% |
| Admin fee / account holder | $149 | $101+47.9% | $3,840-96.1% | $100+48.6% |