Filed December 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $247,956 |
ASCENSUS LLC3 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 19435 W CAPITOL · BROOKFIELD, WI 530452737 | Advisory (Plan) | $75,000 |
Service code 29 · EIN 39-1126909 1000 NORTH WATER STREET, SUITE 1700 · MILWAUKEE, WI 53202 | Legal | $10,455 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,371 | $120,057+78.6% | $75,728+183.1% | $93,010+130.5% |
| Participation rate | 97.6% | 77.3%+20.3pp | 74.8%+22.8pp | 73.9%+23.7pp |
| Annual return | 12.74% | 19.62%-6.9pp | 104.66%-91.9pp | 158.70%-146.0pp |
| Employer contribution / active EE | $4,389 | $3,253+34.9% | $2,743+60.0% | $2,705+62.2% |
| Participant deferral / active EE | $6,626 | $4,089+62.0% | $3,820+73.4% | $4,561+45.3% |
| Admin fee / account holder | $79 | $81-3.4% | $3,620-97.8% | $152-48.1% |