Filed January 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Recordkeeping fees; Insurance service... | $114,024 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $39,394 |
Service code 23 · EIN 04-2647786 | Insurance services; Direct payment fr... | $34,592 |
INSERO & CO. CPAS, LLP7 years Service code 10 · EIN 47-5324570 | Accounting | $23,175 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,223 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,782 | $79,124+108.3% | $60,899+170.6% | $64,814+154.2% |
| Participation rate | 97.4% | 77.7%+19.6pp | 73.1%+24.2pp | 71.5%+25.9pp |
| Annual return | -12.11% | -7.13%-5.0pp | 16.92%-29.0pp | 32.84%-44.9pp |
| Employer contribution / active EE | $10,450 | $3,050+242.6% | $2,702+286.7% | $2,507+316.9% |
| Participant deferral / active EE | $6,364 | $3,725+70.8% | $3,817+66.7% | $4,310+47.6% |
| Admin fee / account holder | $106 | $106+0.4% | $3,225-96.7% | $188-43.5% |