Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $482,435 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $10,373 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $169,927 | $111,545+52.3% | $64,110+165.1% | $103,657+63.9% |
| Participation rate | 98.2% | 74.9%+23.3pp | 72.3%+25.9pp | 73.4%+24.8pp |
| Annual return | 14.87% | 17.80%-2.9pp | 33.75%-18.9pp | 33.13%-18.3pp |
| Employer contribution / active EE | $11,607 | $4,573+153.8% | $2,751+322.0% | $3,216+261.0% |
| Participant deferral / active EE | $0 | $4,715-100.0% | $3,883-100.0% | $5,218-100.0% |
| Admin fee / account holder | $30 | $45-33.4% | $3,071-99.0% | $114-73.7% |