Filed January 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Recordkeeping fees; Insurance service... | $22,155 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO AND CO. CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $13,950 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $5,200 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,558 | $94,833-14.0% | $75,696+7.7% | $86,799-6.0% |
| Participation rate | 91.6% | 79.1%+12.4pp | 74.8%+16.7pp | 72.3%+19.3pp |
| Annual return | 9.91% | 16.91%-7.0pp | 104.53%-94.6pp | 97.91%-88.0pp |
| Employer contribution / active EE | $5,146 | $2,904+77.2% | $2,743+87.6% | $2,405+113.9% |
| Participant deferral / active EE | $2,481 | $3,632-31.7% | $3,821-35.1% | $4,131-39.9% |
| Admin fee / account holder | $69 | $109-36.8% | $3,619-98.1% | $170-59.5% |