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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $241,563 |
Filed as: SYNTRINSIC INVESTMENT COUNSEL, LLC Service code 27 · EIN 26-2968534 | Advisory (Plan) | $69,044 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 99 · EIN 13-1624203 | Other Fees | $38,473 |
Service code 99 · EIN 26-2968534 | Other Fees | $13,272 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $465 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,313 | $67,512+35.3% | $185,854-50.9% | $93,010-1.8% |
| Participation rate | 75.4% | 67.1%+8.3pp | 81.7%-6.3pp | 73.9%+1.5pp |
| Annual return | 12.50% | 21.04%-8.5pp | 122.12%-109.6pp | 158.70%-146.2pp |
| Employer contribution / active EE | $2,760 | $1,783+54.8% | $5,169-46.6% | $2,705+2.0% |
| Participant deferral / active EE | $4,107 | $3,035+35.3% | $5,569-26.3% | $4,561-10.0% |
| Admin fee / account holder | $98 | $318-69.1% | $16,246-99.4% | $152-35.3% |