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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $124,124 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLANS, NY 106043027 | Plan Administrator | $56,012 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DRIVE · WINDSOR, CT 060954730 | Advisory (Plan) | $55,000 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 220 S. 6TH STREET · MINNEAPOLIS, MN 554021418 | Accounting | $39,012 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,065 | $113,568-14.5% | $67,560+43.7% | $200,096-51.5% |
| Participation rate | 94.8% | 73.3%+21.5pp | 72.9%+21.9pp | 72.0%+22.8pp |
| Annual return | 43.01% | 15.88%+27.1pp | 3533.50%-3490.5pp | 34.26%+8.7pp |
| Employer contribution / active EE | $2,776 | $3,409-18.6% | $2,737+1.4% | $3,038-8.6% |
| Participant deferral / active EE | $4,001 | $4,163-3.9% | $4,004-0.1% | $5,090-21.4% |
| Admin fee / account holder | $106 | $102+3.8% | $3,994-97.3% | $269-60.5% |