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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVSTMT INST. OPS. CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $105,594 |
SYNTRINSIC, LLC1 year Service code 27 · EIN 92-2373066 | Advisory (Plan) | $97,827 |
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 99 · EIN 13-1624203 | Other Fees | $30,258 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $431 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,103 | $53,254+71.1% | $155,574-41.4% | $199,921-54.4% |
| Participation rate | 76.2% | 64.1%+12.0pp | 78.2%-2.0pp | 72.0%+4.2pp |
| Annual return | 13.78% | 41.18%-27.4pp | 64.87%-51.1pp | 34.28%-20.5pp |
| Employer contribution / active EE | $2,948 | $1,848+59.6% | $4,676-36.9% | $3,035-2.9% |
| Participant deferral / active EE | $4,356 | $3,165+37.6% | $5,629-22.6% | $5,089-14.4% |
| Admin fee / account holder | $35 | $186-81.0% | $15,914-99.8% | $269-86.9% |