Filed March 16, 2020 (most recent of 5 filings on file)
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $63,456 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & COMPANY Service code 28 · EIN 16-1016457 | Investment Management | $16,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $111 |
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 | $155,096 | $87,173+77.9% | $59,899+158.9% | $75,289+106.0% |
| Participation rate | 94.0% | 74.5%+19.5pp | 74.7%+19.3pp | 72.4%+21.5pp |
| Annual return | -4.49% | -2.14%-2.3pp | 3.46%-8.0pp | -0.04%-4.5pp |
| Employer contribution / active EE | $3,153 | $3,473-9.2% | $2,723+15.8% | $2,405+31.1% |
| Participant deferral / active EE | $3,522 | $3,379+4.2% | $3,403+3.5% | $3,739-5.8% |
| Admin fee / account holder | $16 | $75-78.4% | $3,592-99.6% | $102-84.2% |