Filed July 1, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $58,331 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $26,250 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 11101 SWITZER RD., SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $13,691 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,194 | $83,884+42.1% | $64,056+86.1% | $74,419+60.2% |
| Participation rate | 95.3% | 76.6%+18.7pp | 72.3%+23.0pp | 70.7%+24.5pp |
| Annual return | 14.52% | 16.57%-2.1pp | 33.69%-19.2pp | 34.38%-19.9pp |
| Employer contribution / active EE | $6,276 | $3,084+103.5% | $2,747+128.5% | $2,637+138.0% |
| Participant deferral / active EE | $4,687 | $3,692+27.0% | $3,880+20.8% | $4,528+3.5% |
| Admin fee / account holder | $193 | $196-1.3% | $3,068-93.7% | $348-44.4% |