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 ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $74,845 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & COMPANY Service code 10 · EIN 16-1016457 | Accounting | $15,800 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $214 |
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 | $163,443 | $204,517-20.1% | $69,480+135.2% | $77,775+110.1% |
| Participation rate | 93.6% | 74.6%+19.0pp | 74.6%+19.0pp | 73.2%+20.4pp |
| Annual return | 17.57% | 22.10%-4.5pp | 28.99%-11.4pp | 32.58%-15.0pp |
| Employer contribution / active EE | $5,095 | $3,548+43.6% | $2,780+83.3% | $2,504+103.5% |
| Participant deferral / active EE | $5,797 | $3,478+66.7% | $3,537+63.9% | $3,966+46.2% |
| Admin fee / account holder | $28 | $101-72.3% | $3,840-99.3% | $100-72.2% |