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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $184,668 |
Filed as: SYNTRINSIC INVESTMENT COUNSEL, LLC Service code 27 · EIN 26-2968534 | Advisory (Plan) | $53,958 |
TIAA4+ years Service code 99 · EIN 13-1624203 | Other Fees | $24,122 |
Service code 99 · EIN 26-2968534 | Other Fees | $8,689 |
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 | $80,153 | $47,456+68.9% | $172,757-53.6% | $77,775+3.1% |
| Participation rate | 75.1% | 66.3%+8.8pp | 82.6%-7.5pp | 73.2%+1.9pp |
| Annual return | 18.76% | 35.57%-16.8pp | 803.06%-784.3pp | 32.58%-13.8pp |
| Employer contribution / active EE | $2,553 | $1,574+62.2% | $5,144-50.4% | $2,504+2.0% |
| Participant deferral / active EE | $3,468 | $2,560+35.5% | $5,198-33.3% | $3,966-12.6% |
| Admin fee / account holder | $70 | $81-13.4% | $13,956-99.5% | $100-30.1% |