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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $109,357 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $48,884 |
INSERO & CO. CPAS, LLP10+ years Service code 10 · EIN 47-5324570 | Accounting | $30,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,043 | $91,710+20.0% | $67,560+62.9% | $77,762+41.5% |
| Participation rate | 91.8% | 76.0%+15.8pp | 72.9%+18.9pp | 70.6%+21.2pp |
| Annual return | 11.06% | 14.88%-3.8pp | 3533.50%-3522.4pp | 31.27%-20.2pp |
| Employer contribution / active EE | $4,148 | $3,187+30.2% | $2,737+51.6% | $2,728+52.1% |
| Participant deferral / active EE | $0 | $3,911-100.0% | $4,004-100.0% | $4,651-100.0% |
| Admin fee / account holder | $115 | $245-52.9% | $3,994-97.1% | $433-73.4% |