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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Filed as: TIAA- TEACHER INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $53,696 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $20,000 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $14,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,224 | $69,774+82.3% | $67,561+88.3% | $74,429+70.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.81% | -40.53%+53.3pp | 3525.44%-3512.6pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $3,838 | $2,710+41.6% | $2,735+40.3% | $2,625+46.2% |
| Participant deferral / active EE | $6,500 | $3,636+78.8% | $4,003+62.4% | $4,348+49.5% |
| Admin fee / account holder | $267 | $890-70.0% | $4,006-93.3% | $1,944-86.3% |