Filed February 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 8500 ANDREW CARNEGIE BLVD. · CHARLOTTE, NC 28262 | Recordkeeping Fees | $13,354 |
Service code 70 · EIN 20-4751585 ONE HUNDRED NORTHFIELD DRIVE · WINDSOR, CT 06095 | Consulting Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,211 | $55,002+87.6% | $59,883+72.4% | $56,287+83.4% |
| Participation rate | 64.5% | 75.9%-11.4pp | 74.7%-10.2pp | 69.9%-5.4pp |
| Annual return | -4.42% | 1.13%-5.6pp | 3.46%-7.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $8,628 | $2,448+252.5% | $2,722+217.0% | $2,111+308.7% |
| Participant deferral / active EE | $2,649 | $3,121-15.1% | $3,402-22.1% | $3,350-20.9% |
| Admin fee / account holder | $121 | $236-48.5% | $3,591-96.6% | $521-76.7% |