Filed December 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 28 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Investment Management | $163,754 |
ASCENSUS LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 28 19435 W CAPITOL · BROOKFIELD, WI 530452737 | Investment Management | $69,375 |
COLEMAN & WILLIAMS, LTD.1 year Filed as: COLEMAN & WILLIAMS LTD Service code 10 7127 N GREEN BAY AVE · MILWAUKEE, WI 532092835 | Accounting | $19,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $195,262 | $105,581+84.9% | $70,492+177.0% | $90,274+116.3% |
| Participation rate | 97.1% | 77.5%+19.5pp | 75.1%+22.0pp | 73.4%+23.7pp |
| Annual return | 12.85% | 14.78%-1.9pp | 109.16%-96.3pp | 53.97%-41.1pp |
| Employer contribution / active EE | $2,781 | $3,304-15.8% | $2,738+1.6% | $2,523+10.2% |
| Participant deferral / active EE | $6,269 | $3,813+64.4% | $3,711+69.0% | $4,231+48.2% |
| Admin fee / account holder | $563 | $68+733.5% | $3,848-85.4% | $114+393.4% |