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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $15,570 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 | Legal | $5,320 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,540 | $92,091+12.4% | $63,018+64.3% | $77,958+32.8% |
| Participation rate | 62.4% | 74.5%-12.1pp | 74.8%-12.4pp | 71.6%-9.2pp |
| Annual return | 14.24% | 16.23%-2.0pp | 87.63%-73.4pp | 20.87%-6.6pp |
| Employer contribution / active EE | $1,766 | $3,424-48.4% | $2,761-36.0% | $2,310-23.6% |
| Participant deferral / active EE | $1,491 | $3,361-55.6% | $3,330-55.2% | $3,537-57.8% |
| Admin fee / account holder | $7 | $48-85.8% | $3,601-99.8% | $97-93.0% |