Filed January 16, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Insurance services; Direct payment fr... | $213,911 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $95,404 |
Service code 23 · EIN 04-2647786 | Direct payment from the plan; Account... | $33,102 |
INSERO & CO. CPAS, LLP8 years Service code 10 · EIN 47-5324570 | Accounting | $26,200 |
LITTLER MENDELSON, P.C.1 year Service code 10 · EIN 94-2602731 | Accounting | $8,039 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,442 |
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 | $184,052 | $83,884+119.4% | $64,110+187.1% | $74,478+147.1% |
| Participation rate | 98.2% | 76.6%+21.6pp | 72.3%+25.9pp | 70.7%+27.5pp |
| Annual return | 15.23% | 16.57%-1.3pp | 33.75%-18.5pp | 34.37%-19.1pp |
| Employer contribution / active EE | $10,128 | $3,084+228.5% | $2,751+268.2% | $2,637+284.1% |
| Participant deferral / active EE | $6,783 | $3,692+83.7% | $3,883+74.7% | $4,530+49.7% |
| Admin fee / account holder | $180 | $196-8.2% | $3,071-94.1% | $347-48.2% |