Filed January 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Insurance services; Direct payment fr... | $101,168 |
Service code 23 · EIN 04-2647786 | Insurance services; Account maintenan... | $24,274 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $13,835 |
INSERO & CO. CPAS, LLP4 years Service code 10 · EIN 47-5324570 | Accounting | $13,400 |
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 | $170,889 | $95,542+78.9% | $69,480+146.0% | $67,584+152.9% |
| Participation rate | 97.8% | 79.4%+18.4pp | 74.6%+23.2pp | 71.3%+26.5pp |
| Annual return | 17.58% | 17.67%-0.1pp | 28.99%-11.4pp | 378.59%-361.0pp |
| Employer contribution / active EE | $10,673 | $2,989+257.1% | $2,780+284.0% | $2,148+396.9% |
| Participant deferral / active EE | $5,555 | $3,263+70.3% | $3,537+57.1% | $3,540+57.0% |
| Admin fee / account holder | $84 | $90-6.1% | $3,840-97.8% | $142-40.7% |