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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $78,295 |
INSERO & CO. CPAS, LLP6 years Filed as: INSERO AND CO. CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $8,075 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $7,537 |
Filed as: FIDELITY INV INST OPERATION CO, LLC Service code 50 · EIN 04-2647786 | Direct Payment | $120 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,481 | $91,692-6.8% | $67,561+26.5% | $77,714+10.0% |
| Participation rate | 97.6% | 76.0%+21.6pp | 72.9%+24.7pp | 70.6%+27.1pp |
| Annual return | 12.30% | 14.88%-2.6pp | 3525.44%-3513.1pp | 31.26%-19.0pp |
| Employer contribution / active EE | $0 | $3,188-100.0% | $2,735-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $5,881 | $3,912+50.3% | $4,003+46.9% | $4,649+26.5% |
| Admin fee / account holder | $81 | $245-67.1% | $4,006-98.0% | $433-81.4% |