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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $92,710 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $44,337 |
INSERO & CO. CPAS, LLP9+ years Service code 10 · EIN 47-5324570 | Accounting | $35,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,126 | $83,884+22.9% | $64,110+60.9% | $74,478+38.5% |
| Participation rate | 88.8% | 76.6%+12.2pp | 72.3%+16.4pp | 70.7%+18.0pp |
| Annual return | 13.57% | 16.57%-3.0pp | 33.75%-20.2pp | 34.37%-20.8pp |
| Employer contribution / active EE | $4,006 | $3,084+29.9% | $2,751+45.6% | $2,637+51.9% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,883-100.0% | $4,530-100.0% |
| Admin fee / account holder | $105 | $196-46.4% | $3,071-96.6% | $347-69.7% |