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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 | $53,204+71.2% | $155,556-41.4% | $200,096-54.5% |
| Participation rate | 76.2% | 64.1%+12.1pp | 78.2%-2.1pp | 72.0%+4.1pp |
| Annual return | 13.78% | 41.02%-27.2pp | 64.84%-51.1pp | 34.26%-20.5pp |
| Employer contribution / active EE | $2,948 | $1,850+59.4% | $4,675-36.9% | $3,038-2.9% |
| Participant deferral / active EE | $4,356 | $3,163+37.7% | $5,631-22.6% | $5,090-14.4% |
| Admin fee / account holder | $35 | $186-81.0% | $15,885-99.8% | $269-86.9% |