Filed January 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Recordkeeping fees; Insurance service... | $117,548 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $40,384 |
Service code 23 · EIN 04-2647786 | Recordkeeping fees; Direct payment fr... | $25,893 |
INSERO & CO. CPAS, LLP5 years Service code 10 · EIN 47-5324570 | Accounting | $13,800 |
Filed as: LITTLE MENDELSON, P.C. Service code 29 · EIN 94-2602731 | Legal | $6,908 |
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 | $189,379 | $84,948+122.9% | $70,492+168.7% | $73,415+158.0% |
| Participation rate | 95.2% | 79.9%+15.3pp | 75.1%+20.2pp | 72.2%+23.0pp |
| Annual return | 12.98% | 13.39%-0.4pp | 109.16%-96.2pp | 59.30%-46.3pp |
| Employer contribution / active EE | $11,093 | $2,834+291.5% | $2,738+305.1% | $2,234+396.6% |
| Participant deferral / active EE | $5,948 | $3,387+75.6% | $3,711+60.3% | $3,806+56.3% |
| Admin fee / account holder | $113 | $98+14.7% | $3,848-97.1% | $158-28.7% |