Filed July 18, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $39,421 |
Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $27,318 |
BERRY DUNN3 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $8,300 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Participant loan p... | $1,027 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,208 | $84,948+30.9% | $70,476+57.8% | $73,412+51.5% |
| Participation rate | 90.6% | 79.9%+10.7pp | 75.1%+15.5pp | 72.2%+18.4pp |
| Annual return | 13.28% | 13.39%-0.1pp | 109.12%-95.8pp | 59.30%-46.0pp |
| Employer contribution / active EE | $3,439 | $2,834+21.4% | $2,738+25.6% | $2,234+54.0% |
| Participant deferral / active EE | $3,090 | $3,387-8.8% | $3,710-16.7% | $3,806-18.8% |
| Admin fee / account holder | $73 | $98-25.2% | $3,847-98.1% | $158-53.5% |