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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Direct payment from the plan; Insuran... | $16,353 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $13,835 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO AND CO. CPAS, LLC Service code 10 · EIN 47-5324570 | Accounting | $13,100 |
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 | $74,942 | $95,542-21.6% | $69,480+7.9% | $67,584+10.9% |
| Participation rate | 97.1% | 79.4%+17.7pp | 74.6%+22.5pp | 71.3%+25.8pp |
| Annual return | 13.18% | 17.67%-4.5pp | 28.99%-15.8pp | 378.59%-365.4pp |
| Employer contribution / active EE | $5,040 | $2,989+68.6% | $2,780+81.3% | $2,148+134.6% |
| Participant deferral / active EE | $2,424 | $3,263-25.7% | $3,537-31.5% | $3,540-31.5% |
| Admin fee / account holder | $76 | $90-15.1% | $3,840-98.0% | $142-46.4% |