Filed January 16, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Recordkeeping fees; Direct payment fr... | $191,759 |
Service code 23 · EIN 04-3532603 | Insurance services; Investment adviso... | $34,046 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $27,874 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO AND CO. CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,034 | $91,692+120.3% | $67,561+199.0% | $77,714+160.0% |
| Participation rate | 97.8% | 76.0%+21.7pp | 72.9%+24.9pp | 70.6%+27.2pp |
| Annual return | 13.12% | 14.88%-1.8pp | 3525.44%-3512.3pp | 31.26%-18.1pp |
| Employer contribution / active EE | $10,227 | $3,188+220.8% | $2,735+274.0% | $2,727+275.0% |
| Participant deferral / active EE | $7,074 | $3,912+80.8% | $4,003+76.7% | $4,649+52.2% |
| Admin fee / account holder | $123 | $245-49.7% | $4,006-96.9% | $433-71.6% |