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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $226,260 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 27 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $46,879 |
BLUM SHAPIRO5 years Service code 10 · EIN 06-1009205 PO BOX 272000 · WEST HARTFORD, CT 061272000 | Accounting | $11,820 |
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 | $124,281 | $105,581+17.7% | $70,492+76.3% | $90,274+37.7% |
| Participation rate | 75.3% | 77.5%-2.2pp | 75.1%+0.3pp | 73.4%+2.0pp |
| Annual return | 13.67% | 14.78%-1.1pp | 109.16%-95.5pp | 53.97%-40.3pp |
| Employer contribution / active EE | $4,043 | $3,304+22.4% | $2,738+47.6% | $2,523+60.2% |
| Participant deferral / active EE | $4,379 | $3,813+14.8% | $3,711+18.0% | $4,231+3.5% |
| Admin fee / account holder | $155 | $68+129.4% | $3,848-96.0% | $114+35.8% |