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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $90,526 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $33,253 |
INSERO & CO. CPAS, LLP8+ years Service code 10 · EIN 47-5324570 | Accounting | $31,920 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,727 | $79,151+18.4% | $60,919+53.9% | $64,829+44.6% |
| Participation rate | 84.1% | 77.7%+6.4pp | 73.1%+11.0pp | 71.5%+12.6pp |
| Annual return | -11.93% | -7.12%-4.8pp | 16.98%-28.9pp | 32.85%-44.8pp |
| Employer contribution / active EE | $3,488 | $3,052+14.3% | $2,704+29.0% | $2,507+39.1% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,312-100.0% |
| Admin fee / account holder | $95 | $106-10.1% | $3,226-97.1% | $188-49.4% |