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 | Recordkeeping fees; Direct payment fr... | $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 | $91,680-13.7% | $67,524+17.2% | $77,692+1.8% |
| Participation rate | 92.5% | 76.0%+16.5pp | 72.9%+19.6pp | 70.6%+22.0pp |
| Annual return | 10.11% | 14.87%-4.8pp | 3519.41%-3509.3pp | 31.25%-21.1pp |
| Employer contribution / active EE | $4,827 | $3,186+51.5% | $2,734+76.6% | $2,726+77.1% |
| Participant deferral / active EE | $2,886 | $3,909-26.2% | $4,001-27.9% | $4,648-37.9% |
| Admin fee / account holder | $32 | $176-82.0% | $4,001-99.2% | $431-92.6% |