Filed December 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-CREF TEACHER ADVISORS, INC. Service code 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $209,949 |
ASCENSUS LLC5 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 19435 W CAPITOL · BROOKFIELD, WI 530452737 | Advisory (Plan) | $43,069 |
Filed as: FRANCIS LLC Service code 27 · EIN 90-0142264 19435 W CAPITOL · BROOKFIELD, WI 530452737 | Advisory (Plan) | $36,789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,286 | $105,179+95.2% | $64,110+220.2% | $80,187+156.0% |
| Participation rate | 62.6% | 73.5%-10.9pp | 72.3%-9.7pp | 72.9%-10.3pp |
| Annual return | 14.37% | 20.34%-6.0pp | 33.75%-19.4pp | 40.40%-26.0pp |
| Employer contribution / active EE | $3,715 | $3,311+12.2% | $2,751+35.1% | $2,980+24.7% |
| Participant deferral / active EE | $4,615 | $4,020+14.8% | $3,883+18.9% | $5,016-8.0% |
| Admin fee / account holder | $67 | $113-40.4% | $3,071-97.8% | $145-53.5% |