Filed January 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Insurance services; Recordkeeping fee... | $89,428 |
Service code 23 · EIN 04-2647786 | Account maintenance fees; Direct paym... | $17,786 |
INSERO & CO. CPAS, LLP3 years Service code 10 · EIN 47-5324570 | Accounting | $7,950 |
STRATEGIC ADVISORS, INC.1 year Service code 23 · EIN 04-2654524 | Investment advisory (plan); Insurance... | $6,700 |
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 | $151,493 | $70,083+116.2% | $59,899+152.9% | $55,727+171.8% |
| Participation rate | 95.9% | 78.4%+17.5pp | 74.7%+21.2pp | 70.9%+25.0pp |
| Annual return | -3.01% | 3.13%-6.1pp | 3.46%-6.5pp | 244.94%-247.9pp |
| Employer contribution / active EE | $9,960 | $2,878+246.0% | $2,723+265.8% | $2,078+379.2% |
| Participant deferral / active EE | $5,128 | $3,079+66.6% | $3,403+50.7% | $3,356+52.8% |
| Admin fee / account holder | $67 | $70-4.1% | $3,592-98.1% | $115-41.4% |