Filed June 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEACHERS INSURANCE & ANNUITY ASSOC. Service code 15 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $19,856 |
HORAN SECURITIES INC1 year Filed as: HORAN SECURITIES, INC. Service code 17 8044 MONTGOMERY ROAD, SUITE 640 · CINCINNATI, OH 45236 | Pension Consulting | $7,415 |
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 | $26,537 | $47,180-43.8% | $149,723-82.3% | $74,473-64.4% |
| Participation rate | 97.0% | 63.4%+33.5pp | 78.8%+18.2pp | 70.7%+26.2pp |
| Annual return | 33.84% | 22.75%+11.1pp | 134.50%-100.7pp | 34.36%-0.5pp |
| Employer contribution / active EE | $1,671 | $1,907-12.4% | $4,821-65.3% | $2,638-36.6% |
| Participant deferral / active EE | $2,085 | $2,730-23.6% | $5,682-63.3% | $4,530-54.0% |
| Admin fee / account holder | $9 | $343-97.4% | $13,215-99.9% | $347-97.4% |