Filed July 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $45,751 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $21,037 |
UHY LLP2 years Service code 10 · EIN 20-0694403 | Accounting | $8,200 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,221 | $79,124+1.4% | $60,899+31.7% | $64,814+23.8% |
| Participation rate | 90.0% | 77.7%+12.3pp | 73.1%+16.9pp | 71.5%+18.5pp |
| Annual return | -10.62% | -7.13%-3.5pp | 16.92%-27.5pp | 32.84%-43.5pp |
| Employer contribution / active EE | $1,033 | $3,050-66.1% | $2,702-61.8% | $2,507-58.8% |
| Participant deferral / active EE | $1,886 | $3,725-49.4% | $3,817-50.6% | $4,310-56.2% |
| Admin fee / account holder | $59 | $106-44.4% | $3,225-98.2% | $188-68.7% |