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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 27 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Advisory (Plan) | $55,655 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $50,402 |
Filed as: CBIZ, INC Service code 10 · EIN 22-2769024 685 3RD AVE · NEW YORK, NY 10017 | Accounting | $7,000 |
VENABLE LLP8 years Service code 29 · EIN 52-0517250 750 E PRATT ST STE 900 · BALTIMORE, MD 21202 | Legal | $6,649 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $359,978 | $69,774+415.9% | $67,561+432.8% | $74,429+383.7% |
| Participation rate | 98.2% | 71.4%+26.8pp | 72.9%+25.3pp | 67.2%+31.0pp |
| Annual return | 11.05% | -40.53%+51.6pp | 3525.44%-3514.4pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $2,711 | $2,7100% | $2,735-0.9% | $2,625+3.3% |
| Participant deferral / active EE | $10,932 | $3,636+200.7% | $4,003+173.1% | $4,348+151.4% |
| Admin fee / account holder | $261 | $890-70.6% | $4,006-93.5% | $1,944-86.6% |