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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Insurance services; Recordkeeping fee... | $14,176 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO AND CO. CPAS, LLC Service code 10 · EIN 47-5324570 | Accounting | $7,650 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,631 | $70,083-3.5% | $59,899+12.9% | $55,727+21.4% |
| Participation rate | 94.4% | 78.4%+16.0pp | 74.7%+19.7pp | 70.9%+23.5pp |
| Annual return | -1.25% | 3.13%-4.4pp | 3.46%-4.7pp | 244.94%-246.2pp |
| Employer contribution / active EE | $4,941 | $2,878+71.6% | $2,723+81.5% | $2,078+137.7% |
| Participant deferral / active EE | $2,152 | $3,079-30.1% | $3,403-36.8% | $3,356-35.9% |
| Admin fee / account holder | $38 | $70-45.7% | $3,592-98.9% | $115-66.9% |