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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $18,575 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $11,356 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,194 | $68,408+53.8% | $57,196+83.9% | $57,658+82.4% |
| Participation rate | 99.0% | 79.1%+19.8pp | 75.3%+23.6pp | 70.2%+28.7pp |
| Annual return | 6.35% | 8.51%-2.2pp | 14.59%-8.2pp | 5.13%+1.2pp |
| Employer contribution / active EE | $4,912 | $2,869+71.2% | $2,683+83.1% | $1,974+148.9% |
| Participant deferral / active EE | $2,854 | $2,903-1.7% | $3,096-7.8% | $3,061-6.7% |
| Admin fee / account holder | $30 | $70-56.9% | $3,141-99.0% | $95-68.3% |