Filed July 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $41,009 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $40,241 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,261 | $84,948+5.1% | $70,476+26.7% | $73,412+21.6% |
| Participation rate | 94.6% | 79.9%+14.6pp | 75.1%+19.5pp | 72.2%+22.4pp |
| Annual return | 12.05% | 13.39%-1.3pp | 109.12%-97.1pp | 59.30%-47.2pp |
| Employer contribution / active EE | $14 | $2,834-99.5% | $2,738-99.5% | $2,234-99.4% |
| Participant deferral / active EE | $1,642 | $3,387-51.5% | $3,710-55.7% | $3,806-56.8% |
| Admin fee / account holder | $64 | $98-34.9% | $3,847-98.3% | $158-59.5% |