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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $101,183 |
INSERO & CO. CPAS, LLP7+ years Service code 10 · EIN 47-5324570 | Accounting | $27,200 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $22,846 |
Service code 28 · EIN 36-4001764 | Investment Management | $10,762 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $114,731 | $94,836+21.0% | $75,728+51.5% | $86,828+32.1% |
| Participation rate | 94.3% | 79.1%+15.2pp | 74.8%+19.5pp | 72.3%+22.0pp |
| Annual return | 12.25% | 16.90%-4.7pp | 104.66%-92.4pp | 97.95%-85.7pp |
| Employer contribution / active EE | $3,218 | $2,908+10.7% | $2,743+17.3% | $2,406+33.7% |
| Participant deferral / active EE | $2 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $100 | $108-8.1% | $3,620-97.2% | $170-41.3% |