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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $203,456 |
Filed as: SYNTRINSIC INVESTMENT COUNSEL, LLC Service code 27 · EIN 26-2968534 | Advisory (Plan) | $58,806 |
TIAA5+ years Service code 99 · EIN 13-1624203 | Other Fees | $33,410 |
Service code 99 · EIN 26-2968534 | Other Fees | $10,402 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $484 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,423 | $56,095+54.1% | $178,510-51.6% | $90,274-4.3% |
| Participation rate | 71.7% | 65.6%+6.1pp | 81.9%-10.3pp | 73.4%-1.7pp |
| Annual return | 12.31% | 28.81%-16.5pp | 151.13%-138.8pp | 53.97%-41.7pp |
| Employer contribution / active EE | $798 | $1,572-49.2% | $5,011-84.1% | $2,523-68.4% |
| Participant deferral / active EE | $3,694 | $2,669+38.4% | $5,202-29.0% | $4,231-12.7% |
| Admin fee / account holder | $79 | $101-21.6% | $13,988-99.4% | $114-30.8% |