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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $17,550 |
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 17 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Pension Consulting | $11,029 |
Service code 27 · EIN 22-3844414 2687 44TH STREET SE · KENTWOOD, MI 49512 | Advisory (Plan) | $6,261 |
MENDOTA FINANCIAL GROUP, LLC2 years Service code 26 · EIN 20-3018987 634 WEST MAIN STREET · MADISON, WI 53703 | Advisory (Participants) | $5,497 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,151 | $83,884+46.8% | $64,099+92.1% | $74,440+65.4% |
| Participation rate | 94.1% | 76.6%+17.5pp | 72.3%+21.8pp | 70.7%+23.4pp |
| Annual return | 11.02% | 16.57%-5.6pp | 33.70%-22.7pp | 34.37%-23.4pp |
| Employer contribution / active EE | $4,013 | $3,084+30.1% | $2,748+46.0% | $2,638+52.1% |
| Participant deferral / active EE | $5,423 | $3,692+46.9% | $3,881+39.7% | $4,529+19.7% |
| Admin fee / account holder | $70 | $196-64.3% | $3,070-97.7% | $348-79.9% |