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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 | $91,710-6.8% | $67,560+26.5% | $77,762+9.9% |
| Participation rate | 97.6% | 76.0%+21.6pp | 72.9%+24.7pp | 70.6%+27.0pp |
| Annual return | 12.30% | 14.88%-2.6pp | 3533.50%-3521.2pp | 31.27%-19.0pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,881 | $3,911+50.4% | $4,004+46.9% | $4,651+26.4% |
| Admin fee / account holder | $81 | $245-67.1% | $3,994-98.0% | $433-81.4% |