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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEHAVEN FIN ADVRS3 years Service code 51 · EIN 48-1305000 1 N JEFFERSON AVE · ST LOUIS, MO 63103 | Investment Mgmt Fees | $11,500 |
TIAA3 years Filed as: TIAA (TEACHERS INS. & ANN. ASSOC.) Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $2,877 |
TIAA3 years Filed as: CREF (TIAA-CREF INV. MGMT. LLC) Service code 15 · EIN 13-3586142 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $0 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN INVESTMENT ADVISORS INC. Service code 51 · EIN 31-1192865 245 PARK AVENUE, 3RD FLOOR · NEW YORK, NY 10167 | Investment Mgmt Fees | $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 | $104,213 | $55,002+89.5% | $59,887+74.0% | $56,287+85.1% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.5pp |
| Annual return | -2.84% | 1.13%-4.0pp | 3.46%-6.3pp | -9.96%+7.1pp |
| Employer contribution / active EE | $3,894 | $2,448+59.1% | $2,722+43.0% | $2,111+84.4% |
| Participant deferral / active EE | $5,850 | $3,121+87.4% | $3,402+72.0% | $3,350+74.6% |
| Admin fee / account holder | $51 | $236-78.3% | $3,591-98.6% | $521-90.2% |