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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SYNTRINSIC INVESTMENT COUNSEL, LLC Service code 27 · EIN 26-2968534 | Advisory (Plan) | $51,996 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $51,316 |
TIAA3+ years Service code 99 · EIN 13-1624203 | Other Fees | $15,808 |
Service code 99 · EIN 26-2968534 | Other Fees | $6,736 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $0 |
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 | $70,063 | $45,382+54.4% | $154,110-54.5% | $75,289-6.9% |
| Participation rate | 74.3% | 65.9%+8.4pp | 83.0%-8.8pp | 72.4%+1.8pp |
| Annual return | -3.32% | -0.47%-2.9pp | 735.22%-738.5pp | -0.04%-3.3pp |
| Employer contribution / active EE | $2,459 | $1,533+60.4% | $5,298-53.6% | $2,405+2.2% |
| Participant deferral / active EE | $3,246 | $2,384+36.2% | $5,081-36.1% | $3,739-13.2% |
| Admin fee / account holder | $28 | $89-68.4% | $13,412-99.8% | $102-72.4% |