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 | $69,771+141.3% | $67,524+149.3% | $74,400+126.3% |
| Participation rate | 86.1% | 71.4%+14.7pp | 72.9%+13.2pp | 67.2%+18.9pp |
| Annual return | 13.31% | -40.49%+53.8pp | 3519.41%-3506.1pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $4,357 | $2,710+60.8% | $2,734+59.4% | $2,624+66.0% |
| Participant deferral / active EE | $5,696 | $3,638+56.6% | $4,001+42.3% | $4,348+31.0% |
| Admin fee / account holder | $136 | $889-84.7% | $4,001-96.6% | $1,944-93.0% |