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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2647786 | Advisory (Plan) | $165,131 |
Filed as: SYNTRINSIC INVESTMENT COUNCIL LLC Service code 99 · EIN 26-2968534 1899 WYNKOOP ST STE 315 · DENVER, CO 802021097 | Other Fees | $26,624 |
TIAA2+ years Service code 99 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Other Fees | $4,895 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,667 | $44,989+66.0% | $170,435-56.2% | $77,958-4.2% |
| Participation rate | 70.1% | 64.6%+5.5pp | 83.6%-13.5pp | 71.6%-1.6pp |
| Annual return | 17.47% | 19.61%-2.1pp | 205.94%-188.5pp | 20.87%-3.4pp |
| Employer contribution / active EE | $2,313 | $1,466+57.7% | $5,432-57.4% | $2,310+0.1% |
| Participant deferral / active EE | $3,081 | $2,208+39.6% | $4,939-37.6% | $3,537-12.9% |
| Admin fee / account holder | $51 | $69-26.6% | $13,881-99.6% | $97-48.0% |