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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $9,541 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $6,887 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $59 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,173 | $68,408-16.4% | $57,1960% | $57,658-0.8% |
| Participation rate | 97.9% | 79.1%+18.8pp | 75.3%+22.6pp | 70.2%+27.7pp |
| Annual return | 7.36% | 8.51%-1.1pp | 14.59%-7.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $241 | $2,869-91.6% | $2,683-91.0% | $1,974-87.8% |
| Participant deferral / active EE | $4,226 | $2,903+45.6% | $3,096+36.5% | $3,061+38.1% |
| Admin fee / account holder | $36 | $70-48.2% | $3,141-98.9% | $95-61.8% |