Filed January 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Direct payment from the plan; Recordk... | $12,997 |
INSERO & CO. CPAS, LLP4 years Filed as: INSERO AND CO. CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $5,543 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,104 | $91,710-13.7% | $67,560+17.1% | $77,762+1.7% |
| Participation rate | 92.5% | 76.0%+16.5pp | 72.9%+19.6pp | 70.6%+21.9pp |
| Annual return | 10.11% | 14.88%-4.8pp | 3533.50%-3523.4pp | 31.27%-21.2pp |
| Employer contribution / active EE | $4,827 | $3,187+51.5% | $2,737+76.4% | $2,728+77.0% |
| Participant deferral / active EE | $2,886 | $3,911-26.2% | $4,004-27.9% | $4,651-37.9% |
| Admin fee / account holder | $32 | $245-87.0% | $3,994-99.2% | $433-92.7% |