Filed July 18, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $74,967 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,208 |
BERRY DUNN7 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $10,500 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 37 · EIN 13-1614399 | Loan Processing | $765 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,249 | $91,710+58.4% | $67,560+115.0% | $77,762+86.8% |
| Participation rate | 88.4% | 76.0%+12.4pp | 72.9%+15.5pp | 70.6%+17.9pp |
| Annual return | 11.85% | 14.88%-3.0pp | 3533.50%-3521.6pp | 31.27%-19.4pp |
| Employer contribution / active EE | $4,857 | $3,187+52.4% | $2,737+77.5% | $2,728+78.0% |
| Participant deferral / active EE | $5,037 | $3,911+28.8% | $4,004+25.8% | $4,651+8.3% |
| Admin fee / account holder | $128 | $245-47.8% | $3,994-96.8% | $433-70.4% |