Filed June 3, 2016
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1426213 | Recordkeeping Fees | $27,911 |
PKF O'CONNOR DAVIES, LLP5 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $12,980 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $8,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,340 | $69,708+141.5% | $67,560+149.2% | $74,478+126.0% |
| Participation rate | 86.1% | 71.4%+14.7pp | 72.9%+13.1pp | 67.2%+18.9pp |
| Annual return | 13.31% | -40.67%+54.0pp | 3533.50%-3520.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $4,357 | $2,715+60.5% | $2,737+59.2% | $2,626+65.9% |
| Participant deferral / active EE | $5,696 | $3,637+56.6% | $4,004+42.3% | $4,350+30.9% |
| Admin fee / account holder | $136 | $887-84.6% | $3,994-96.6% | $1,946-93.0% |