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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL Service code 51 · EIN 43-0538770 501 N BROADWAY · SAINT LOUIS, MO 631022131 | Investment Mgmt Fees | $20,000 |
TIAA5 years Filed as: TIAA (TEACHERS INS. & ANN. ASSOC.) Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $15,361 |
AMERICAN FUNDS2 years Service code 51 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Investment Mgmt Fees | $0 |
TIAA5 years 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 | $126,335 | $65,322+93.4% | $70,462+79.3% | $73,493+71.9% |
| Participation rate | 99.4% | 77.0%+22.5pp | 75.1%+24.4pp | 70.7%+28.7pp |
| Annual return | 13.25% | 15.71%-2.5pp | 109.08%-95.8pp | 28.51%-15.3pp |
| Employer contribution / active EE | $3,610 | $2,460+46.8% | $2,737+31.9% | $2,270+59.0% |
| Participant deferral / active EE | $5,313 | $3,375+57.4% | $3,710+43.2% | $3,740+42.1% |
| Admin fee / account holder | $116 | $214-45.7% | $3,845-97.0% | $513-77.3% |