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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $143,057 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $52,528 |
RBT CPAS, LLP5 years Service code 10 · EIN 14-1604297 | Accounting | $19,750 |
NIXON PEABODY LLP6 years Service code 29 · EIN 16-0764720 | Legal | $8,527 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,289 | $98,780+48.1% | $60,919+140.1% | $77,906+87.8% |
| Participation rate | 66.7% | 76.7%-10.0pp | 73.1%-6.4pp | 73.7%-7.0pp |
| Annual return | -11.51% | -11.56%+0.1pp | 16.98%-28.5pp | 12.16%-23.7pp |
| Employer contribution / active EE | $3,243 | $3,605-10.0% | $2,704+20.0% | $2,846+13.9% |
| Participant deferral / active EE | $3,043 | $4,200-27.5% | $3,814-20.2% | $4,805-36.7% |
| Admin fee / account holder | $68 | $89-23.4% | $3,226-97.9% | $133-48.8% |