Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,106 |
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 | Advisory (Plan) | $3,250 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,720 |
Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 64 · EIN 41-0823832 | Recordkeeping Fees | $435 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,008 | $65,582+23.5% | $64,097+26.4% | $71,529+13.3% |
| Participation rate | 97.7% | 73.2%+24.5pp | 72.3%+25.4pp | 67.9%+29.8pp |
| Annual return | 14.67% | 18.96%-4.3pp | 33.75%-19.1pp | 28.97%-14.3pp |
| Employer contribution / active EE | $7,538 | $2,671+182.3% | $2,750+174.1% | $2,590+191.1% |
| Participant deferral / active EE | $5,702 | $3,628+57.2% | $3,881+46.9% | $4,291+32.9% |
| Admin fee / account holder | $74 | $616-88.1% | $3,070-97.6% | $1,588-95.4% |