Filed January 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Recordkeeping fees; Insurance service... | $17,814 |
INSERO & CO. CPAS, LLP3 years Filed as: INSERO AND CO. CPAS, LLC Service code 10 · EIN 47-5324570 | Accounting | $13,490 |
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 | $76,487 | $84,948-10.0% | $70,492+8.5% | $73,415+4.2% |
| Participation rate | 96.8% | 79.9%+16.9pp | 75.1%+21.8pp | 72.2%+24.6pp |
| Annual return | 9.72% | 13.39%-3.7pp | 109.16%-99.4pp | 59.30%-49.6pp |
| Employer contribution / active EE | $4,709 | $2,834+66.2% | $2,738+72.0% | $2,234+110.8% |
| Participant deferral / active EE | $2,191 | $3,387-35.3% | $3,711-41.0% | $3,806-42.4% |
| Admin fee / account holder | $61 | $98-37.3% | $3,848-98.4% | $158-61.1% |