Filed January 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Recordkeeping fees; Insurance service... | $155,416 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $38,132 |
Service code 23 · EIN 04-2647786 | Direct payment from the plan; Account... | $32,405 |
INSERO & CO. CPAS, LLP6 years Service code 10 · EIN 47-5324570 | Accounting | $14,250 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,477 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,715 | $94,836+108.5% | $75,728+161.1% | $86,828+127.7% |
| Participation rate | 97.4% | 79.1%+18.3pp | 74.8%+22.6pp | 72.3%+25.1pp |
| Annual return | 12.78% | 16.90%-4.1pp | 104.66%-91.9pp | 97.95%-85.2pp |
| Employer contribution / active EE | $10,468 | $2,908+260.0% | $2,743+281.6% | $2,406+335.1% |
| Participant deferral / active EE | $5,993 | $3,632+65.0% | $3,820+56.9% | $4,132+45.0% |
| Admin fee / account holder | $125 | $108+15.6% | $3,620-96.5% | $170-26.1% |