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 ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $66,610 |
INSERO & CO. CPAS, LLP3 years Filed as: INSERO & COMPANY Service code 10 · EIN 16-1016457 | Accounting | $15,900 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,312 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $178,878 | $105,581+69.4% | $70,492+153.8% | $90,274+98.2% |
| Participation rate | 98.3% | 77.5%+20.8pp | 75.1%+23.3pp | 73.4%+25.0pp |
| Annual return | 12.13% | 14.78%-2.7pp | 109.16%-97.0pp | 53.97%-41.8pp |
| Employer contribution / active EE | $3,601 | $3,304+9.0% | $2,738+31.5% | $2,523+42.7% |
| Participant deferral / active EE | $7,047 | $3,813+84.8% | $3,711+89.9% | $4,231+66.6% |
| Admin fee / account holder | $26 | $68-61.4% | $3,848-99.3% | $114-77.1% |