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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEHAVEN FIN ADVRS1 year Service code 51 · EIN 48-1305000 1 N JEFFERSON AVE · ST LOUIS, MO 63103 | Investment Mgmt Fees | $6,667 |
TIAA1 year Filed as: TIAA (TEACHERS INS. & ANN. ASSOC.) Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $632 |
TIAA1 year Filed as: CREF (TIAA-CREF INV. MGMT. LLC) Service code 15 · EIN 13-3586142 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $0 |
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 | $99,700 | $52,467+90.0% | $57,196+74.3% | $55,167+80.7% |
| Participation rate | 97.8% | 75.8%+22.0pp | 75.3%+22.5pp | 69.0%+28.8pp |
| Annual return | 6.20% | 7.72%-1.5pp | 14.59%-8.4pp | 169.23%-163.0pp |
| Employer contribution / active EE | $3,308 | $2,477+33.5% | $2,683+23.3% | $1,963+68.5% |
| Participant deferral / active EE | $4,978 | $2,830+75.9% | $3,096+60.8% | $3,054+63.0% |
| Admin fee / account holder | $36 | $269-86.8% | $3,141-98.9% | $504-92.9% |