Filed January 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Recordkeeping fees; Insurance service... | $17,289 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO AND CO. CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $13,650 |
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 | $72,696 | $79,151-8.2% | $60,919+19.3% | $64,829+12.1% |
| Participation rate | 90.0% | 77.7%+12.3pp | 73.1%+16.9pp | 71.5%+18.6pp |
| Annual return | -8.19% | -7.12%-1.1pp | 16.98%-25.2pp | 32.85%-41.0pp |
| Employer contribution / active EE | $4,894 | $3,052+60.3% | $2,704+81.0% | $2,507+95.2% |
| Participant deferral / active EE | $2,638 | $3,727-29.2% | $3,814-30.9% | $4,312-38.8% |
| Admin fee / account holder | $56 | $106-47.1% | $3,226-98.3% | $188-70.3% |