Filed January 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $10,400 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $304 |
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 50 · EIN 04-2647786 | Direct Payment | $300 |
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 | $146,378 | $68,408+114.0% | $57,196+155.9% | $57,661+153.9% |
| Participation rate | 97.3% | 79.1%+18.2pp | 75.3%+22.0pp | 70.2%+27.1pp |
| Annual return | 6.94% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.8pp |
| Employer contribution / active EE | $9,924 | $2,869+245.9% | $2,683+269.9% | $1,974+402.8% |
| Participant deferral / active EE | $5,308 | $2,903+82.8% | $3,096+71.4% | $3,061+73.4% |
| Admin fee / account holder | $8 | $70-88.9% | $3,141-99.8% | $95-91.8% |